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Decision Making and Concept Selection

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1 Decision Making and Concept Selection
Chapter 7 Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

2 How can we make the right decision?
7.1 Introduction How can we make the right decision? Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

3 Concept Generation & Selection
Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

4 Requirements for Selecting a Design
A set of design selection criteria A set of alternatives believed to satisfy the set of criteria A means to evaluate the design alternatives with respect to each criterion Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

5 How can we make the right decision?
7.2 Decision Making How can we make the right decision? Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

6 Evaluate & Select Concept Stage in PDP
Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

7 Behavioral Aspects of Decision Making
Behavioral psychology provides an understanding of the influence of risk taking in individuals and teams. Making a decision is a stressful situation for most people because there is no way to be certain about the information about the past or the predictions of the future. This psychological stress arises from at least two sources: Decision makers are concerned about the material and social losses that will result from either course of action that is chosen. They recognize that their reputations and self-esteem as competent decision makers are at stake. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

8 Challenges of Decision Making
Unconflicted adherence: Decide to continue with current action and ignore information about risk of losses. Unconflicted change: Uncritically adopt whichever course of action is most strongly recommended. Defensive avoidance: Evade conflict by procrastinating, shifting responsibility to someone else, and remaining inattentive to corrective information. Hypervigilance: Search frantically for an immediate problem solution. Vigilance: Search painstakingly for relevant information that is assimilated in an unbiased manner and appraised carefully before a decision is made. All of the above except the last one are defective! Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

9 List of Steps to Make a Good Decision
The objectives of a decision must be established first. The objectives are classified as to importance. Alternative actions are developed. The alternatives are evaluated against the objectives. The choice of the alternative that holds the best promise of achieving all of the objectives represents the tentative decision. The tentative decision is explored for future possible adverse consequences. The effects of the final decision are controlled by taking other actions to prevent possible adverse consequences from becoming problems and by making sure that the actions decided on are carried out. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

10 Decision Theory Alternative courses of action can be denoted 𝑎 1 , 𝑎 2 ,…, 𝑎 𝑛 States of nature are the environment of the decision model. Outcome is the result of a combination of an action and a state of nature. Objective is the statement of what the decision maker wants to achieve. Utility is the measure of satisfaction that the decision maker associates with each outcome. States of knowledge is the degree of certainty that can be associated with the states of nature. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

11 Decision Making Models
Decision under certainty: Each action results in a known outcome that will occur with a probability of 1. Decision under uncertainty: Each state of nature has an assigned probability of occurrence. Decision under risk: Each action can result in two or more outcomes, but the probabilities for the states of nature are unknown. Decision under conflict: The states of nature are replaced by courses of action determined by an opponent who is trying to maximize his or her objective function. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

12 Decision Tree for an R&D Project
Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

13 Decision Tree for an R&D Project
The best place to start in this problem is at the ends of the branches and work backward. E= 0.3(1.8) + 0.5(1.0) + 0.2(0.4) = $1.12M for the on-time project E= 0.1(1.4) + 0.5(0.8) + 0.4(0.3) = $0.66M for the delayed project at point 3 E= 0.3(0.66) + 0.7(0) - 2 = -$1.8M for the delayed project at point 2 The calculation of the expected payoff for the on-time project at point 1 is a large negative value E= 0.5(1.12) + 0.5(0) - 4 = -$3.44M Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

14 Utility Theory Definitions
Value is an attribute of an alternative that is implied by choice. Preference is the statement of relative value in the eyes of the decision maker. Utility is a measure of preference order for a particular user. Marginal utility: A key concept of utility theory is the understanding of the nature of what is gained by adding one more unit to the amount already possessed. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

15 Utility Functions Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

16 Common Types of Utility Functions in Engineering Design
The most common Typical of a high-performance situation. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

17 7.3 Evaluation Process What are the steps involved in concept generation and its evaluation process? Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

18 Concept Generation and Evaluation
Steps that are involved in concept generation and its evaluation. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

19 Shot Buddy Concept Generation
Adapted from J. Davis, J. Decker, J. Maresco, S. McBee, S. Phillips, and R. Quinn, “JSR Design Final Report: Shot-Buddy,” unpublished, ENME 472, University of Maryland, May 2010. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

20 Design Selection Based on Absolute Criteria
Good practice to begin the evaluation process by using a series of absolute filters. Evaluation based on judgment of functional feasibility of the design Concepts should be placed into one of the followings: Feasible Not Feasible Will Work Evaluation based on assessment of technology readiness Product design is not the appropriate place to do R&D. Evaluation based on go/no-go screening of the constraints and threshold levels of engineering characteristics Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

21 Measurement Scale Rating a design parameter of several alternative designs is a measurement process. Various scales of measurement: Nominal Scale – data defined by named categories Ordinal Scale – data is placed in rank order (1st, 2nd, … nth) Interval Scale – data arranged in numerical order without a “zero” point Ratio Scale – data arranged on an interval scale Standard arithmetic operations are only valid for a ratio scale Addition and subtractions are valid on an interval scale Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

22 7.4 Using Models in Evaluations
How can models help the evaluation process? Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

23 Types of Models Models fall into three categories:
An iconic model is a physical model that looks like the real thing but is a scaled representation. Analog models are models that are based on an analogy, or similarity, between different physical phenomena like using electricity flow to simulate heat flow. Symbolic models are abstractions of the important quantifiable components of a physical system that use symbols to represent properties of the real system. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

24 Role of Models in Design
In conceptual design we use both iconic and symbolic models. Simple mathematical models are used to help formalize a concept and to provide data, not just opinions, to use in decision evaluation tools. A proof-of-concept prototype is typically made by the end of conceptual design. Ideally, a succession of models, some physical, others rough sketches, are made to serve as learning tools until reaching the final proof-of-concept model. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

25 Choosing the Right Model
In conceptual design, the emphasis is on geometrical modeling using multiple hand sketches supplemented with quick physical prototypes. In embodiment design, where major emphasis is given to establishing shape, dimensions, and tolerances, the level of detail in mathematical and physical models increases. In detail design, more complex mathematical modeling may be conducted to optimize some product characteristic or to improve its robustness. A proof-of process prototype will be tested using the exact materials and processes that will be used to manufacture the product. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

26 Aids to Mathematical Modeling
Dimensional analysis: A useful tool in model building is dimensional analysis. Scale Models: Scale models are often used in design because they can be made more quickly and at less cost. There are usually fewer dimensionless groups than there are physical quantities in the problem, so the groups become the real variables of the problem. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

27 Building Mathematical Model
There are four characteristics of mathematical models consisting of two classes each: Steady state or Transient Continuous media or Discrete events Deterministic or Probabilistic Lumped or Distributed Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

28 Steps to Build a Mathematical Model
Determine problem statement Define the boundaries of the model Determine which physical laws are pertinent to the problem and identify the data that is available to support building the model Identify assumptions Construct the model Perform computations and verify the model Validate the model Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

29 Sketch of Key Model Building Factors
Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

30 Geometric Modeling on Computer
Geometric modeling on the computer was the fastest-changing area of engineering design in the late 20th century. An aspect of CAD modeling that has grown in importance is data associativity, the ability to share digital design data with other applications such as finite element analysis or numerical controlled machining without each application having to translate or transfer the data. For more details on computer generation of solids and creation of features in solid models, see Computer Modeling at Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

31 Finite Element Analysis
Finite element modeling is divided into three phases: preprocessing computation post processing Even before entering the first phase, a careful engineer will perform a preliminary analysis to define the problem. Questions to ask before entering the first phase: Is the physics of the problem known well enough? What is an approximate solution based on simple methods of analysis? Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

32 Preprocessing Phase In the preprocessing phase the following actions are taken: The geometry of the part is imported from the CAD model. Determine the division of the geometry into elements, often called meshing. Determine how the structure is loaded and supported. Select the constitutive equation for describing the material (linear, nonlinear, etc.) that relates displacement to strain and then to stress. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

33 Computation The FEA program renumbers the nodes in the mesh to minimize computational resources. It generates a stiffness matrix for each element and assembles the elements together so that continuity is maintained to form the global matrix. Then the computer solves the massive matrix equation for the displacement vector or whatever is the dependent variable in the problem. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

34 Post Processing In a stress analysis problem, post processing takes the displacement vector and converts into strains, element by element, and then, with the appropriate constitutive equation, into a field of stress values. A finite element solution could easily contain thousands of field values. Increasingly, FEA software is being combined with an optimization package and used in iterative calculations to optimize a critical dimension or shape. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

35 FEA in Machine Design Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

36 Simulation Design models are created to imitate the behavior of a part or system under a particular set of conditions. When we exercise the model by inputting a series of values to determine the behavior of the proposed design under a stated set of conditions, we are performing a simulation. A simulation model can also be used to understand an existing system when data is not readily available. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

37 7.5 Pugh Chart What is Pugh Chart?
Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

38 Pugh Chart A particularly useful method for identifying the most promising design concepts among the alternatives generated at is the Pugh chart. Pugh’s method compares each concept relative to a reference or datum concept and for each criterion determines whether the concept in question is better than, poorer than, or about the same as the reference concept. Pugh Chart is a relative comparison technique. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

39 Steps of Building the Pugh Chart
Choose the criteria by which the concepts will be evaluated Formulate the decision matrix Clarify the design concepts Choose the datum concept Complete the matrix entries Evaluate the ratings Establish a new datum and rerun the matrix Examine the selected concept for improvement opportunities Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

40 Pugh Chart 1 for Shot-Buddy Example
Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

41 Pugh Chart 2 for Shot-Buddy Example
Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

42 7.6 Weighted Decision Matrix
What is Weighted Decision Matrix? Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

43 Weighted Decision Matrix
A decision matrix is a method of evaluating competing concepts by ranking the design criteria with weighting factors and scoring the degree to which each design concept meets the criterion. To do this it is necessary to convert the values obtained for different design criteria into a consistent set of values. The simplest way of dealing with design criteria expressed in a variety of ways is to use a point scale. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

44 Evaluation Scheme for Design Alternatives or Objectives
Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

45 Systematic Methods for Determining Weighted Factors
Direct Assignment: This method is only recommended for design teams where there are many years of experience designing the same product line. Objective Tree: This method relies on some experience with the importance of the criteria in the design process. Analytic Hierarchy Process (AHP): This method is the least arbitrary method for determining weighting factors. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

46 Objective Tree: Design of a Crane Hook
Weighting factor for material cost O111= 0.3 x 0.6 x 1.0 = 0.18 Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

47 Weighted Decision Matrix: Steel Crane Hook
Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

48 7.7 Analytical Hierarchy Process(AHP)
What is AHP? Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

49 Analytic Hierarchy Process (AHP)
The Analytic Hierarchy Process (AHP) is a problem-solving methodology for making a choice from among a set of alternatives when the selection criteria represent multiple objectives, have a natural hierarchical structure, or consist of qualitative and quantitative measurements. AHP was developed by Saaty. AHP is a decision analysis tool that is used throughout a number of fields in which the selection criteria used for evaluating competing solutions that do not have exact, calculable outcomes. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

50 AHP’s Ratings for Pairwise Comparison of Selection Criteria
The ratings of even numbers (2, 4, 6, 8) are used when the decision maker needs to compromise between two positions in the table. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

51 Example: Design of Crane Hook
Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

52 AHP Process for Determining Criteria Weights
The process is: Complete criteria comparison matrix [C] using 1–9 ratings described in Table 7.8. Normalize the matrix [C] to give [NormC]. Average row values. This is the criteria weight vector {W}. Perform a consistency check on [C] as described in Table 7.10. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

53 Consistency Check Process for AHP Comparison Matrix( C )
Calculate weighted sum vector, {Ws} = [C] × {W} Calculate consistency vector, {Cons} = {Ws}/{W} Estimate λ as the average of values in {Cons} Evaluate consistency index, CI = (λ − n)/(n − 1) Calculate consistency ratio, CR = CI/RI If CR < 0.1 the {W} is considered to be valid; otherwise adjust [C] entries and repeat. RI Values are given in Table 7.11. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

54 Consistency Check for {W} for Crane Hook
Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

55 AHP’s Ratings for Pairwise Comparison of Design Alternatives
Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

56 Determining Ratings for Design Alternatives with Respect to a Criterion
The process is summarized as: Complete comparison matrix [C] using 1–9 ratings of Table 7.12 to evaluate pairs of competing design alternatives. Normalize the matrix [NormC]. Average row values—This is the vector priority {Pi} of design alternative ratings. Perform a consistency check on [C]. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

57 Determine the Best of Design Alternatives
The process is summarized as: Compose Final Rating Matrix [FRating]. Calculate [FRating]{W}={Alternative Value} by first taking the transpose of [FRating]. Select the alternative with the highest rating relative to others. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

58 Design Alternative Ratings for Material Cost
Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies

59 Final Rating Matrix The best solution is the riveted plate
design option. Dieter/Schmidt, Engineering Design 5e. ©2013. The McGraw-Hill Companies


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