Mec E 460 Course Outline Section A1 Fall 2014 M.G.

Lipsett 1 / 19
MEC E 460 Course Outline Fall Term, Academic Year 2014/15

Senior Design Project
Department of Mechanical Engineering, University of Alberta
Welcome to Mec E 460 Section A1. This course outline provides the required by General Faculty Council (GFC) of
the University of Alberta (listed at the end of this document), the course schedule for lectures, project deliverables,
and evaluations, as well as how late or missed submissions are handled in this section.
Lectures
Lectures will take place on Monday and Friday of each week to provide information that will be useful to you
throughout the design process. You are strongly encouraged to attend all lectures.
Section A1
Room NREF 1-003
Lecture days Mondays & Fridays
Lecture times 9:00 - 9:50 AM
Attendance is not compulsory at lectures. Students are strongly encouraged to be on time and not to distract other
students. In exchange, I will try my best to be interesting.
All overheads, notes, and electronic materials for the course are subject to copyright. Reproduction for distribution
other than for your personal use is prohibited unless explicit specific permission is granted. Recording of lectures is
prohibited unless part of an approved accommodation, or unless there is prior written approval from the course
instructor.


Mec E 460 Course Outline Section A1 Fall 2014 M.G. Lipsett 2 / 19
Instructors
The course instructor is available during the day on Wednesdays, unless in a design group meeting, or by
appointment. Other instructors are available outside set design meeting times by appointment only.
Course coordinator
Dr. Mike Lipsett, P.Eng. Professor Mec E 5-1J michael.lipsett@ualberta.ca
Teaching Assistant and Marker
Ms. Katherine Evans (TA) MSc. Candidate Mec E 6-32 krevans@ualberta.ca
Mr. Mark Ackerman, P.Eng. mark.ackerman@ualberta.ca
Mechanical Workshop Technical Services Supervisor
Mr. Roger Marchand Technical Services Supervisor Mec E 1-10D roger.Marchand@ualberta.ca
Guest Instructors
Mr. David deJong, MSc Peng Karma Machining &
Manufacturing
N/A spiff@karmamfg.ca
Dr. Kajsa Duke PEng Assistant Professor Mec E 5-1K kkd@ualberta.ca
Dr. David Nobes PEng Associate Professor Mec E 4-31B david.nobes@ualberta.ca
Dr Cagri Ayranci Assistant Professor Mec E 4-8F cayranci@ualberta.ca
Mr. John Person, MSc PEng TANGENT Design
Engineering Ltd.
N/A jperson@tangentservices.com
Mr. Randy Reichardt Public Services Librarian 1-54 Cameron
Library
randy.reichardt@ualberta.ca
General Course Description
Mec E 460 is a senior design project course intended to give students experiential learning in engineering design,
using a team project approach supplemented with ongoing mentorship and lectures covering material relevant to
engineering design of products, processes, and systems. Generally, each team works on a different design
challenge posed by an industrial client or a researcher seeking a design for an apparatus. Students do not choose
their own team members; but once they are formed into a team, the team selects preferred choices for projects.
The course follows three phases of design: problem definition & technical specification, conceptual design &
analysis, and detailed design of a preferred option. Each phase has at least one reporting deliverable.
Design Project Teams and Project Selection
Mec E 460 students will be assigned to teams of five or six students. The allocation process is explained further in
the Group Dynamics section, and will be explained in class.
Project proposals will be made available on September 8, 2014 at 12:00 PM (noon) via the course site on eClass.
Teams are responsible for ranking, in order of preference, five design projects from the list of available project
proposals posted on the course website, and submitting a letter of intent stating the teams preferences by 5:00 PM
on September 12, 2014. This process is described in more detail later in this document.
Once a project is assigned, it is the responsibility of the student team to contact their client to determine their needs
and wants for the project design. At least one face-to-face meeting is strongly recommended.
A forum is available on eClass to facilitate team and project selection.
Project Review Meetings
As the team works through the design process and produces deliverables, project consulting meetings will be held
weekly (starting from Friday, September 19, 2014, when project assignments are posted) with one of the Mec E 460
advisors. However, meetings will not be held during the following dates:

Mec E 460 Course Outline Section A1 Fall 2014 M.G. Lipsett 3 / 19
Phase 1 report marking (1 week): September 29 October 3, 2014
Phase 2 report marking (1 week): November 3 7, 2014
Final Phase (1 week): November 24 28, 2014
Project meetings are typically planned for 50 minutes. However, if the student group and the instructor have
completed their agenda, 30 minute sessions are allowed. As well, consulting sessions can be arranged as required
with mutual agreement between groups and instructors.
Project meetings are student led. Meetings are intended to provide time with an instructor whose role is that of a
mentor, advisor, technical consultant, or coach (rather than as a project supervisor). Note that preparing an agenda
in advance can help to ensure that meetings flow smoothly and efficiently.
Course Evaluation
The course deliverables are all written, visual, and orally presented works, as well as self and group evaluations.
There are no examinations.
Mark Allocation Scheme & Project Due Dates
Individual Background Survey via CATME Y/N 11:59 PM Monday, September 8, 2014
Attendance at design meetings Required throughout term
Group Dynamics 12% Throughout term
Project Selection Letter of Intent 3% 5:00 PM Friday, September 12, 2014
Phase 1: Design Specification & Project Plan 15% 5:00 PM Monday, September 29, 2014
Phase 1: Peer Review Survey via CATME Y/N 11:59 PM Monday, October 6, 2014
Phase 2: Conceptual Design Report 25% 11:59 PM Friday, October 31, 2014
Phase 2: Peer Review Survey via CATME Y/N 11:59 PM Friday, November 7, 2014
Final Design Poster (Hard Copy) 5% 8:00 AM Friday, November 28, 2014
Design Conference (Oral Presentation) 10% 8:00 AM Friday, November 28, 2014
Attendance at design conference Y/N Friday, November 28, 2014
Presentation Electronic Copy Y/N 5:00 PM Wednesday, December 3, 2014
Poster Electronic Copy Y/N 5:00 PM Wednesday, December 3, 2014
Phase 3: Detailed Design Report 30% 5:00 PM Wednesday, December 3, 2014
Electronic Submissions of References, Documents,
Calculations, and Design (CAD) Models
Y/N 5:00 PM Wednesday, December 3, 2014
Final Medium (USB drive) to client Y/N 5:00 PM Wednesday, December 3, 2014
Phase 3 Peer Review Survey via CATME Y/N 11:59 PM Wednesday, December 3, 2014

This progressive marking scheme is intended to credit design teams who apply and demonstrate knowledge gained
during the course of the project, that is, marked are earned as we proceed through the design process. Generally,
differential grading of individuals on a team submission is not done; but on rare occasions it may be invoked if a
team has serious issues of group dynamics. Numerical marks are scaled to a letter grade.
Late elements are subject to penalty. For Y/N elements, no marks are allocated for grading; however, failing to
submit an element will incur a 5% course mark deduction for each missed element, except for surveys, which affect
the individuals group dynamics mark.
Course Website
Samples of previous reports will be posted on the course eClass site, which is available for all registered students,
instructors and the TA, managed by the course coordinator. It can be accessed by logging into the eClass tab from
U of A main web page.

Mec E 460 Course Outline Section A1 Fall 2014 M.G. Lipsett 4 / 19
Group Dynamics - Contribution and Teamwork (12%)
Engineering design is a collaborative activity. Effective group work is critical to success, and it is assessed in several
ways.
Group Formation
Students will complete a background survey as part of team formation. The team forming method is based on the
CATME software program, which is a licensed teaching tool. A tutorial is provided. You are required to complete the
on-line background survey by 11:59 PM on Monday, September 8, 2014. All information must be entered accurately.
Input will be checked for quality assurance; and any incorrect information may be investigated as an academic
integrity issue.
You will be assigned to a group of five to six students on a combined and balanced basis of mixed GPAs, past
course performance, and English competence. This is intented to provide a more uniform learning environment so
that every group and their members have the best chance of having a fruitful learning experience and further excel
with outstanding teamwork.
During the first group meeting, a group charter should be developed to specify your expectations and commitments
to your peers based on the given template which is available on eClass. All members should sign the agreed group
charter and attach it as part of the submission package of Phase 1 work.
Off-line team meetings and work sessions should be conducted (22 hr/person recommended). Sharing and
challenging ideas, posing questions and active engagement are essential elements of successful engineering
design; not only here, within the safe confines of University, but also out in the industrial hinterland!
Project Selection
Team assignments will be available by September 8, 2014. You will need to organize your first group meeting as
soon as possible. Your teamwork starts then, and is evaluated accordingly by your peers in each phase submission.
Project proposals will all be available on eClass by Monday, September 8, 2014. Each group will submit a letter of
intent (LOI) by Friday, September 12, 2014 at 5:00 PM, indicating the teams five selected project proposals, in an
order of preference, with a justification for why the team should be selected for a particular proposal. Before
submitting your LOI, you should go through all the project proposals carefully to understand the project challenges,
requirements, and potential risks. If necessary, sponsors can be contacted for more information.
The final project allocation results will be published on the eClass course site by 4:00 PM on Friday, September 19,
2014. At this point, you will begin meeting with your faculty advisor. Your group access to the project planning and
management tool, Liquid Planner (LP), will be provided shortly following this allocation.
Group Involvement (70%)
Please note that individual grades can differ between team mates depending on engagement, project effort,
contribution, accountability, technical competence, and leadership demonstrated.
Team members must commit to work together. If there are issues with working together, it is vital that the group
work to resolve the issue. Faculty advisors and the course instructor are resources to facilitate conflict resolution. It
is always better to identify problems early and work to resolve them honestly, and without blame.
The fire rule: after attempting to remedy negative behaviours, group members may fire an uncooperative or
extremely underperforming student. Similarly, a individual student may fire the group, too. The procedure to
activate this rule is to have group meeting to address issues with the advisor before November 17, 2014, consult the
course coordinator, provide an official warning memo, and eventually take the action with a termination memo. All
memos are to be copied to the advisor, the coordinator, and the senior student tutor. A mutual agreement reached
and implemented before formal action is applied can put the student concerned back on track working with the
group. If the student leaves the team, the displaced student is responsible for finding a new team. Failing to find an
accepting team will force the student to withdraw from the course.


Mec E 460 Course Outline Section A1 Fall 2014 M.G. Lipsett 5 / 19
Project Management (30%)
This is based on each students ability to:
Fully appreciate and develop the team charter
Complete online LP video tutorials
Practice collaboration & project management skills using LP
Use yellow sticky schedule developed in class to create a dynamic LP project schedule
Create a baseline schedule to track subsequent time expenditures
Keep detailed timesheets of design/engineering hours logged against the project
Update task descriptions and time estimates regularly as your understanding of the project develops.
Track engineering/design costs throughout the project
Invite your client to join and participate in managing the project
Evaluating Performance
Soon after each phase submission, each team member will attest for their peers and own teamwork performance
with specific input items (integrity is what you do when no one is looking!). On-line peer review survey will be
conducted via the CATME on-line tool after each phase submission to substantiate the score determination based
on those evaluated teamwork factors. As with other unmarked submissions, failing to provide timely online feedback
each time will cost 5% of the total course marks per occurence.


The individual background survey is due by 11:59 PM on Monday September 8, 2014.
A link to the CATME survey tool will be provided to you via your U of A email address.
Peer evaluations of contributions to the group (group dynamics) will be done at the end of each phase.
Failure to submit an evaluation on time will be penalized.


Mec E 460 Course Outline Section A1 Fall 2014 M.G. Lipsett 6 / 19
Project Selection Letter of Intent Deliverable (3%)
Recommended effort: 10 hr/person, with an estimated range between 8-12 hr/person.
Each group is required to submit a standard, one-page, business-format letter addressed to the course coordinator.
This letter must:
Identify all design team members
Given and family names (formatting: FAMILY, Given)
Student identification number
University email addresses (that is, ualberta.ca email addresses, not personal email addresses,
formatting: example.email@ualberta.ca)
State clearly your teams top FIVE project choices in order of preference, and include a rational for your
choices (i.e. what makes your team best suited for your top choices?)
Indicate acceptance of IP ownership provisions specified by the client. Please note that your acceptance of
these provisions is binding and cannot be renegotiated at the end of term.
Clearly indicate a minimum of FOUR project review meeting times/days of the week that are convenient for
your team. Design instructors will choose from among these options to schedule weekly design meetings
which start the week of September 22, 2014.

Historically, teams choosing projects of interest have a richer and more satisfying design experience than those who
try to pick the easy ones. All projects are what you make of them - easy or challenging. Seemingly easy projects at
the outset are not necessarily the least technically challenging.
Note that projects will be allocated based on project ranking and rationale, letter quality (i.e. ensuring that all
required content is included), and electronic file submission time stamp. Project allocation is not merely first come,
first served.
Really important tip! Design teams are strongly encouraged to contact project sponsors as soon as project
proposals become available, to learn more about the project before submitting letters of intent. We cannot stress
this enough - the more you know before launching your project, the better the outcome!


Letters of intent (LOI) will be accepted between 12:00 pm and 5:00 pm on Friday, September 12, 2014.
Early submissions (i.e., before 12:00.00.000 PM) will not be considered.
Submit PDF file to our Mec E 460 eClass assignments page. The eClass site timestamp will be used. Please
refer to the Electronic Submission of All Deliverables and use the naming convention:
Gr_#_LOI_ ABCDEF.pdf



Mec E 460 Course Outline Section A1 Fall 2014 M.G. Lipsett 7 / 19
Phase 1 - Design Specification & Project Plan Deliverables (13%)
Recommended effort: 18.5 hr/person, with an estimated range between 16-25 hr/person.
The design specification and project plan report outlines the objective of the solution for the design problem,
enumerating key features and constraints, including cost. The report will include a quantitative set of criteria that will
be useful for assessing whether the final design meets the requirements of the client, along with weighting factors to
show the relative importance of different specs. As good planning is half of success, the first report also gives a
schedule of key activities that the group will undertake to design and evaluate a solution for the client, with balanced
effort by all team members. It is important that the client review the specification matrix with the team so that there is
agreement on the scope and success criteria for the design at the end.
Cover Letter (10%)
Use format of a standard letter of transmittal addressed to the project client
Describe the material being submitted
Provide an estimate of time and cost to complete the project, including engineering services costs
Be professional, concise, and informative. Your communications should reflect your professionalism
Include all teaching members in the cc list, with your group advisor listed first (recognizing his/her
involvement)
Design Specification Report (15%)
The report body must be 1000 words max, not including figure text, tables, charts, graphs, etc.
Brevity is the soul of wit! Jamming a lot of extra detail into cryptic charts and tables is not a sign of
clear thinking
Show the word count for the report body at the end of the table of contents
State the design objective by clearly defining the overarching project goal
Summarize and discuss key design specifications, requirements and constraints. Industrial design, human
factors, ergonomics design, social, ethical, legal & sustainability factors should be considered.
Address the business side of the equation
How many gizmos does your client want? What is the need? What are the potential sales?
Chat with your client about ballpark costs, for example less than $10M? $1M, $100k, $25k, etc.
If designing a system or machine, define and document preliminary Return On Investment (ROI)
expectations. For example, after investing $500,000 in a widget making machine, what economic
return does your client expect?
State any manufacturing and material selection considerations
Provide a table of governing or potentially applicable design standards and regulations
Provide appendices with detail to complement the material in the body of the report
Ensure that this report is written for an intelligent reader (your client) who may or may not have technical
training
Design Specification Matrix (40%)
Tabulate design requirements and constraints using concise engineering language
Identify and document safety/regulatory requirements, client must haves and client nice to haves, design
specifications, environmental guidelines, etc. that apply or potentially apply to your project.
Include a reference beside any potentially applicable design standards and regulations
Identify and document design requirements suggested by the design team
Define the relative importance of each design requirement by judging the impact on achieving the goals and
by consulting with the client
Provide specific information on relevant design aspects, such as: size, weight, color, load conditions, design
standards, speed, reach, cost, etc.
Note that both qualitative and quantitative design specifications are likely to be required, yet be as
quantitative as possible, rather than qualitative (for example, dont just say light weight, give a number)
Feel free to organize your spec matrix as you see fit by using appropriate sub-headings

Mec E 460 Course Outline Section A1 Fall 2014 M.G. Lipsett 8 / 19
Include a design specification section in the main body of the Phase 1 report. This section should describe
the rational and the key factors that are highly critical and being addressed with focused efforts. If a
particular requirement is not obvious or well-measured, then provide an explanation as well.
Effective Project Management (35%)
Complete online Liquid Planner (LP) video tutorials
Practice collaboration and project management skills using the web app LP
Use yellow sticky schedule developed in class to create a dynamic LP project schedule
Create a baseline schedule to track subsequent time expenditures
Keep detailed timesheets of design/engineering hours logged against the project
Update task descriptions and time estimates regularly as your understanding of the project develops
Track engineering/design costs throughout the project
Invite your client to join and participate in managing the project
Provide engineering cost estimate using following standard rates:
Junior Engineer / Industrial Designer: $90 per hour
Intermediate Engineer: $150 per hour
Review the schedule and perform a gut check. Is it reasonable? Achievable?
Note that one of the goals of the course is to learn (and demonstrate) engagement with the entire project
management process and experience, not the right answers. Give it whirl, be fearless, try it out,
experiment, explore... learn! We expect your project schedule to change.
Helpful Tips, Comments, Suggestions
The purpose of this phase is to ensure the design team and client achieve a common understanding of the design
problem, objective, specs and scope of work. Research is required to fully understand the clients business, product
requirements, industrial design factors and existing or competing technology. This design phase is concerned with
clearly and comprehensively defining the problem and developing preliminary performance specifications. While
somewhat counterintuitive, this is the key design stage that defines subsequent project success!
The What vs. The How
Ideation or conceptual design exploration can be done during Phase 1, provided that your intent is improving your
understanding of the fundamental design requirements. Focus on uncovering and defining the essential elements of
WHAT is to be designed. The embodiment of the design (the HOW) may be explored here but avoid delving too
deeply into conceptual ideas before you have a clear understanding of what your client is trying to achieve / do /
accomplish / sell / etc.
Avoid target lock or getting too attached to an idea too early in the design cycle lack of critical thinking invariably
leads to distress later in the project!
Overall project success is determined by the quality and quantity of work done during Phase 1. High performing
design teams spend a significant amount of time researching, defining, and documenting as much information as
possible regarding the clients project needs and wants.


Phase 1 report is due by 5:00 pm on Monday, September 29, 2014.
Please submit the Phase 1 report in PDF format using the Mec E 460 eClass submission page. Please refer to
the Electronic Submission of All Deliverables and use the naming convention:
Gr_#_Ph_1_Report_ Project_Name_ABCDEF.pdf
The CATME Self-Assessment for Phase 1 is due on October 6, 2014.


Mec E 460 Course Outline Section A1 Fall 2014 M.G. Lipsett 9 / 19
Phase 2 - Conceptual Design Deliverables (25%)
Recommended effort: 35 hr/person, with an estimated range between 30-50 hr/person.
The conceptual report shall describe three viable design solutions and recommend one for further development.
Each concept should be supported with sufficient calculations to establish the degree of viability. In consultation
with the client a Design Evaluation Matrix is used to evaluate and select the best concept for further development.
The report should clearly indicate what solution the design team is recommending for further development in the
detail design phase of the project.
Cover Letter (Y/N)
Executive Summary (5%)
1 page, 350 word max summary of the conceptual design
This is intended to provide practice for writing the final detail design report summary
Tip: Prepare a draft executive summary before writing the main report. Revise the executive summary while
finalizing the report. Conduct a final editing pass and proof before submitting.
Conceptual Design Report (30%)
The report body must be 2500 words max, not including figure text, tables, charts, graphs, etc.
Concise writing is key to success in technical writing. Also, economical writing is intended to
preserve your sanity and ours: keeping within the count helps us to mark them faster!
Show the word count for the report body at the end of the table of contents
Provide brief summary of design problem, client needs, background info relevant to understanding the
concepts presented. Highlight project changes and new information discovered during this phase
Describe three design concepts (make appropriate use of graphics/3D CAD models/etc. A clear hand
sketch of a good concept is far more valuable than a beautifully rendered CAD model of a bad concept).
Summarize key design analyses performed to validate each concept
Use good formatting of calculations (including a system diagram, free body diagram, etc.), give key
assumptions to explain the rationale for the calculation approach that is used, define variables, and
show the calculation development so that it can be verified by others.
Provide a preliminary product / manufacturing cost analysis
Budget pricing is an essential component of this phase and is required to help the client make
business decisions
Round costs to a reasonable value. Avoid reporting cost estimates as $67,891.38!
Provide a concise project schedule summary, highlighting areas where the plan and reality diverged
Recommend one concept or, if required, logical combinations of concepts for further development in Phase
3. It is much preferred to have a single design rather than a recommendation to blend designs
Provide appendices with detail to complement the material in the body of the report
Design Evaluation Matrix (15%)
Update design spec matrix as required (add concept evaluation columns)
Update document specifications, requirements, constraints, safety / regulatory requirements, client must
haves and nice to haves, environmental guidelines, social and ethical considerations, etc. that apply or
potentially apply to your project that were uncovered during Phase 2
Strike out specifications / requirements / constraints that no longer apply
Evaluate three conceptual designs using a decision matrix method
Clearly identify the best concept that will be recommended to your client for further development
Effective Project Management (5%)
Record actual work required to complete Phase 2 conceptual design (using LP timesheets)
Demonstrate consistent and regular engagement with the project management process
Graphically summarize: baseline (original), actual and projected design costs ($)/work (hours) to date

Mec E 460 Course Outline Section A1 Fall 2014 M.G. Lipsett 10 / 19
Refine your Phase 3 schedule estimate by updating / adding task descriptions, time estimates,
dependencies, etc.
Conceptual Design Diagrams, Sketches, and Solid Models (15%)
Provide a general arrangement / layout 3D model (or very clear hand sketches) for each concept
Show technical / process schematics (as applicable to the design)
Show block process diagrams (as applicable to the design)
As appropriate, provide a sufficient number of 3D CAD models to explain how the concept works
Note that no drawings are required at this time, except as necessary to explain function
Conceptual Design Calculations (25%)
Use the standard calculation format presented in class and outlined on eClass for all engineering
analyses (classical hand calculations, MathCad, Excel, CFD, FEA, etc.)
Remember that as engineers we do calculations for the project record not ourselves!
Neatly organized and formatted calculations are easy to follow resulting in quicker review and
accurate error checking
Only engineering analysis presented in standard format will be evaluated
Provide sufficient analysis to prove viability of conceptual designs
Note that FEA and simulations are not required at this time
Submit all calculations in PDF format in a report appendix
Self-evaluation (5%)
Complete and submit the CATME survey


The Phase 2 report is due by 11:55 pm on Friday, October 31, 2014.
Please submit the Conceptual Design Report (PDF) & Solid Model Files (Zip) using the Mec E 460 eClass
assignment submission page. Please refer to the Electronic Submission of All Deliverables and use the naming
convention:
Gr_#_Ph_2_Report_ Project_Name_ABCDEF.pdf
The CATME Self-Assessment for Phase 2 is due on November 7, 2014.



Mec E 460 Course Outline Section A1 Fall 2014 M.G. Lipsett 11 / 19
Phase 3 Detailed Design Deliverables (30%)
Recommended effort: 30 hr/person, with an estimated range between 25-45 hr/person.
The detailed design report is intended to convey the essential elements of the final design. This report should
provide an overview of how the device or system functions and how it satisfies client requirements and design
specifications. Include succinct descriptions of key systems and/or subsystems and explain their function within the
context of the overall design. Liberal use of graphics, schematics, 3D models and drawings will aid in conveying
design intent and should be included within the report.
Cover Letter (Y/N)
Executive Summary (Y/N)
Detailed Design Report (25%)
The report body must be 2500 words max, not including figure text, tables, charts, graphs, etc.
Show the word count for the report body at the end of the table of contents
Provide and incremental description of final design (design highlights, operation)
Summarize critical detailed design analysis, identify critical design regions
Summarize product / manufacturing cost analysis - is the product / project economically feasible?
Give a brief summary of engineering design cost and schedule (highlight differences)
Use illustrations, schematics, charts, tables, etc. to give additional detail and context
Summarize any industrial design considerations uncovered during the design project
Summarize future work, and other research and development effort required in order to complete the
engineering project
Briefly summarize, for the clients benefit, how industrial design, human factors, ergonomics, social, ethical,
legal and sustainability considerations influenced the final design
Provide appendices with detail to complement the material in the body of the report
Appendices (drawings, design calculations, data sheets, etc.) should be submitted with the report,
but the report should make sense without direct reference to the appendices!
Design Compliance Matrix (10%)
Update design spec matrix (additions, deletions, amendments)
Remove conceptual design evaluation columns
Add final design compliance column report quantitative or qualitative specifications achieved;
safety/regulatory requirements satisfied; client must haves and nice to haves met; and environmental,
social, and ethical factors considered
Obtain client approval of the final design compliance and indicate this by having them sign the Design
Compliance Matrix (electronic signatures are acceptable)
Effective Project Management (5%)
Record actual work required to complete Phase 3 (use LP timesheets)
Remember that regular engagement and learning are rewarded over seeking the right answer(s). Priorities
often change throughout an engineering design project show evidence that you grappled with this reality
Graphically summarize original, actual and projected design/engineering costs ($)/work (hours) for Phase 3
as well as the entire project.
Detailed Design Calculations (25%)
Include only calculations carried out in this phase to demonstrate function (and safety!) of the design
Include only updated conceptual design calculations
Include additional detailed design calculations for new systems/sub-systems
Please use the format presented in class and outlined on our eClass site for all engineering analyses
(classical hand calculations, MathCad, Excel, CFD, FEA, etc.), noting the following:

Mec E 460 Course Outline Section A1 Fall 2014 M.G. Lipsett 12 / 19
Engineers do calculations for the project record
Neatly organized and formatted calculations are easy to follow resulting in quicker review and
accurate error checking
Only design calculations presented using the standard format will be evaluated
Use selected computer aided engineering techniques (FEA, CFD, MathCAD, etc) as appropriate, being
sensitive to the time and resources required to conduct such analysis effectively. Be sure to explain the
assumptions and solution method clearly, with verification calculations. Certain analyses can be identified as
future work (or research and development opportunities for the client)
Set Of Detailed Design Drawings (30%)
Provide a final general assembly drawing , complete with top level Bill of Materials (BOM)
Provide detailed sub-assembly Drawings (complete with appropriate level of BOM)
Provide a selected subset of detailed manufacturing part drawings (limited to 5 key in-house part
drawings). This set of drawings is expected to be complete for parts of interest, with material specification,
heat treatment, technical notes on weldments, etc.
Provide a final set of technical / process schematics (if updated)
Provide a final block process diagrams (if updated)
Note that any purchased parts (fasteners, gears, snap rings, motors, etc.) shall be modeled and specified in
the BOM
Use standard drawing title blocks and BOM for drawings. Indicate "Modeled by", "Drawn by", and "Checked
by" in the title blocks. The drawing package should also include a drawing tree, showing the logical structure
of the complete drawing package and which specific drawings were actually completed (the rest can be
labeled to be available - TBA).
Submit CAD models (assembly, part & drawing files) in a ZIP file
Self-evaluation (5%)
Complete and submit the CATME survey
Hardcopy Submission (Y/N)
Submit one copy of all of the teams eletronic deliverables, organized in neat directories, to the course
coordinator by Wednesday December 3, 2014
Files may be saved to a CD-ROM, DVD, or USB drive, and should include a cover letter addressed
to the client
Items should be placed in an unsealed envelope addressed to your client
Failing to submit these deliverables will incur a mark deduction of 5% of the total course


Phase 3 deliverables are due by 5:00 pm on Wednesday, December 3, 2014, including:
Detailed Design Phase Report and Drawing Files (PDF)
Native CAD Assembly, Component & Drawing Files (ZIPPED)
A hard copy of all electronic materials must be submitted on CD-ROM, DVD, or a flash drive
Please submit PDF and Zip files using Mec E 460 EClass assignment submission page. Please refer to the
Electronic Submission of All Deliverables and use the naming conventions:
Gr_#_Ph_3_Project_Name_ABCDEF.pdf
Gr_#_Ph_3_CAD&Drawings_ Project_Name_ABCDEF.zip
The CATME Self-Assessment for Phase 3 is also due on Wednesday, December 3, 2014.
Hardcopy submission is due by 5:00 PM on ________.

Mec E 460 Course Outline Section A1 Fall 2014 M.G. Lipsett 13 / 19
Attendance Lectures & Weekly Design Meetings (2%)
Recommended effort: 42 hr/person
Attendance during the following times is expected:
Weekly meetings with the advisor: 9 hr/person (starting the week of September 22, 2014)
Design conference: 6 hr/person
Sharing and challenging ideas, posing questions and active engagement are essential elements of
successful engineering design - not only here, within the safe confines of a university campus, but also out
in the industrial hinterland!
Each individual team member shall be responsible for documenting their own attendance at lectures and
weekly design meetings
When the project is concluded each design team member will attest to their own attendance record (Again:
integrity is what you do when no one is looking!)
Individual grades for project team members may differ between team mates, depending on attendance &
engagement. If you skip a lot of design meetings without good justification to your peers, then you are not
part of some important work with the advisor, and it may affect your mark. If you do not attend the entire
design conference, then you are showing disrespect to your peers. Attendance will be taken at the design
conference. More than once.
Lectures will not simply be one-way transfers of information. In some classes, design case studies will be
conducted, and there will be in-class discussions on how to work through aspects of design. When
appropriate, a short pre-lecture video may be uploaded for viewing prior to the lecture, to give necessary
background information relevant to the lecture. Attendance at lectures is not mandatory. But hopefully they
will be informative and interesting enough that you will want to attend and participate.



Mec E 460 Course Outline Section A1 Fall 2014 M.G. Lipsett 14 / 19
Final Design Poster Deliverable (5%)
Recommended effort: 5 hr/person, with an estimated range between 3-7 hr/person.
Poster Requirements
Graphical representation of the design solution should be visually appealing in the application context
Use graphic design techniques found in high quality technical advertisements (that is, use graphic design to
support what you are conveying, not as eye candy)
Convey objective, challenge, form, function, technical and marketing/cost information
Use a combination of illustrations, charts, short sentences/paragraphs to convey the design problem,
specifications and solution
Note that poster templates in various formats will be provided on the course website. You are not restricted
to the use of any one template and are most welcome to create your own
Hardcopy Printing
Poster size must be 24 inches x 36 inches
The department will pay for one printing of a matte finish poster
Teams are encouraged to print A & B size proofs before submitting for wide format printing
Any subsequent prints must be paid for by the design team
A safe plan is to send your PDF poster file to AICT by 4:00 pm Tuesday, November 25, 2014 to get it
printed, then you will have the chance to print another copy if you find any major mistake. However, the last
poster to be printed will be at 12:00 pm Thursday, November 27, 2014 at the latest with the risk of any
breakdown of their system.
Teams electing to use other commercial printing services will be responsible for payment


Each team is responsible for hanging their poster on the display boards in the second-floor hallway of the
Mechanical Engineering building by 8:00 AM on Friday, November 28, 2014. Rolling poster boards & pins will be
made available. Posters will be collected for grading after the design conference and will not be returned.
Final poster eCopy is due by 5:00 pm on Wednesday, December 3, 2014
Please submit PDF copies and native graphics files (.ai, .ppt, .cdr, etc.) using Mec E 460 EClass assignment
submission page. Please refer to the Electronic Submission of All Deliverables and use the naming convention:
Gr_#_Poster_ Project_Name_ABCDEF.pdf
Gr_#_Poster_ Project_Name_ABCDEF.ppt (or other native file type)



Mec E 460 Course Outline Section A1 Fall 2014 M.G. Lipsett 15 / 19
Design Conference (Oral Presentation) Deliverable (10%)
Recommended effort: 14.5 hr/person, with an estimated range between 10-18 hr/person.
Presentation Requirements
Each team will be allotted time for a 20 minute presentation followed by a 5 minute question period
Presentations should convey the essential design problem, objectives, requirements, specifications,
industrial design factors, social, ethical, legal and sustainability factors, design solution and critical technical
analysis in an interesting, accessible format
Supporting graphics should be provided within the presentation as appropriate
Some animations are useful but not always necessary (be careful, as this is where the estimated
time can go beyond your budgeted time!)
Speak to your target audience: an intelligent, technically trained group of people who are neither experts nor
familiar with the specific subject matter
Design Conference Details
Presentations are open to the public clients, colleagues, friends and families are most welcome!
Catering will be provided by the Department of Mechanical Engineering
Students must attend their team poster during the public Q & A poster sessions, which are held during
coffee breaks and lunch
Note that two design presentation sessions will run concurrently throughout the day, and academic and
industry judges will evaluate the design presentations


Design Conference: Friday, November 28, 2014, from 1:00 PM to 6:30 PM
Presentation eCopy is due by 5:00 pm on Wednesday, December 3, 2014
Please submit a PDF copy using Mec E 460 EClass assignment submission page. Please refer to the Electronic
Submission of All Deliverables and use the naming convention:
Gr_#_Presentation_ Project_Name_ABCDEF.pdf


Mec E 460 Course Outline Section A1 Fall 2014 M.G. Lipsett 16 / 19
Electronic Submission of All Deliverables
Saving PDF Files
Submit all deliverables (reports, drawings, calculations, etc.) electronically as Adobe PDF files. Native CAD
part, assembly & drawings should be submitted as ZIP files
Use the PDF binder function to organize & bind individual PDF files into logical sections of a single report
document. Organize and format the report so that it can be accessed electronically or printed by the client
Use Adobes Bookmark feature to create an electronic table of contents (TOC) in addition to the standard
printable TOC
Provide scans all paper documents (calculations, tech data sheets, etc.) in PDF format
Design teams are responsible for scanning and converting
Use appropriate scan resolution to manage document file size - experiment with scan resolution to
establish practical limits (150 dpi typically works well for text only and hand calculations, higher
resolution may be required for images)
Document scanners are available in Mec E computer labs 3-26 and 4-19.
Note that Adobe Acrobat Pro is available in computer labs 3-3, 3-26 and 4-19 for document conversion and
organization
eClass Submission
Use the Mec E 460 eClass assignment submission page to submit electronic files
Follow the electronic file name nomenclature requirement outlined for each submission (in the grey boxes)
Uniquely identify the phase, project title, group and deliverable
Example: Gr_1_Ph_1_Project_Name_ABCDEF.pdf, where
o Gr_1 means group 1
o Ph_1 means Phase 1
o Project_Name is the brief project title
o ABCDEF are the initials of each team members last name
Note that files submitted with generic titles (i.e., Report.pdf, GANTT.pdf, Calculation.pdf, etc.) will be
viewed very dimly indeed and risk being rejected!
Note that report documents may be re-submitted within the allowed submission window if amendments are
required. Please indicate the revision level in the file name:
Gr_1_Ph_1_Report_Mars_Space_Drill_DOPY_Rev_2.pdf
In the event that part of a deliverable is forgotten, messed up in the original submission, or otherwise needs
to be updated, you may re-submit the report up to one hour past the due date
The intent of the grace period is not to provide extra work time; rather it is intended to allow for the
correction of stress-induced brain freezes that inevitably occur when rushing to make a
design/engineering delivery


Mec E 460 Course Outline Section A1 Fall 2014 M.G. Lipsett 17 / 19
Academic & Professional Integrity
Mechanical engineering students are expected to conduct themselves in accordance with University Policy
Guidelines as well as the APEGA Code of Ethics.
Cooperative & Collaborative Work
Mec E 460 is a collaborative project course and students are expected and encouraged to cooperate and share
information! Design teams may cooperate to develop, conduct and share experimental data, where appropriate,
and with proper attribution. Copying, without direct attribution or acknowledgement, of another teams design
analysis, reduced data, calculations, drawings, illustrations, tables, charts, and reports without proper attribution is
not acceptable engineering practice. Do not present the work of another as your own; reference it! All material must
be properly cited and referenced, including images.
University Policy Guidelines
Policy about course outlines can be found in 23.4(2) of the University Calendar (GFC 29 SEP 2003)
The University of Alberta is committed to the highest standards of academic integrity and honesty. Students are
expected to be familiar with these standards regarding academic honesty and to uphold the policies of the University
in this respect. Students are particularly urged to familiarize themselves with the provisions of the Code of Student
Behaviour (online at www.ualberta.ca/secretariat/appeals.htm) and avoid any behavior which could potentially result
in suspicions of cheating, plagiarism, misrepresentation of facts and/or participation in an offence. Academic
dishonesty is a serious offence and can result in suspension or expulsion from the University. (GFC 29 SEP 2003)
APEGA Code Of Ethics
Established pursuant to section 19(1)(j) of the Engineering, Geological and Geophysical Professions Act.
Professional engineers, geologists and geophysicists shall recognize that professional ethics is founded upon
integrity, competence, dignity and devotion to service. This concept shall guide their conduct at all times.
Rules of Conduct
1. Professional engineers, geologists and geophysicists shall, in their areas of practice, hold paramount the
health, safety and welfare of the public and have regard for the environment.
2. Professional engineers, geologists and geophysicists shall undertake only work that they are competent to
perform by virtue of their training and experience.
3. Professional engineers, geologists and geophysicists shall conduct themselves with integrity, honesty,
fairness and objectivity in their professional activities.
4. Professional engineers, geologists and geophysicists shall comply with applicable statutes, regulations and
bylaws in their professional practices.
5. Professional engineers, geologists and geophysicists shall uphold and enhance the honour, dignity and
reputation of their professions and thus the ability of the professions to serve the public interest.

Student Health and Wellness
MECE 460 is a challenging course; and it will likely be stressful and difficult at times. The instructing team is here
to support students with learning, and if necessary, assist student in acessing resources to get support. We also
strongly encourage students to keep an eye on team mates. There is a range of mental health services on and off
campus. In 2013, 37% of students reported that stress levels negatively impacted their academic performance, and
27% reported that severe anxiety levels negatively impacted their academic performance and otherwise impacted
their life. It is always okay to say that things are stressful. Stress can be a very positive element in acheving a
worthwhile goal. When stress becomes a negative factor, then support is available. Dont think that you are alone in
experiencing stress, and that there is nothing that can be done..

Mec E 460 Course Outline Section A1 Fall 2014 M.G. Lipsett 18 / 19

Abbreviations and Definitions

A1 Standard paper size, 24 inch x 36 inch
AICT Academic Information & Communication Technologies, U of A. Tel: 780-492-9400
APEGA The Association of Professional Engineers and Geoscientists of Alberta
BOM Bill of Material
CAD Computer-Aided Design
CDROM Compact Disc Read-only memory
CFD Computational fluid dynamics
FEA Finite element analysis
GFC General Faculties Council, the legislative body at the University of Alberta dealing with academic
matters and student affairs issues
ID Industrial design
Lec Lecture section
LOI Letter of intent
LP Liquid Planner
TM

MathCad Parametric Technology Corporation's engineering calculation solution
MEC E Mechanical Engineering
NREF Natural Resources Engineering Facility
PDF Portable Document Format
P.Eng. Registered Professional Engineer
ROI Return on investment
TA Teaching assistant
TBA To be announced
TOC Table of contents
USB Universal Serial Bus, an industry standard designed for the connection of computer peripherals
Y/N Submission is required and to be checked for completeness
Zip A file format used for data compression and archiving




Mec E 460 Course Outline Section A1 Fall 2014 M.G. Lipsett 19 / 19

Course Outline Requirements

This document provides a course outline, compliant with the Policy about course outlines, which can be found in
23.4(2) of the University Calendar.

1. The course objectives and general content.
2. A list of the required textbooks and other major course materials.
3. A list of any other course fees as described in the 'student instructional support fees policy' and their
associated costs.
4. An indication of how and when students have access to the instructor and teaching assistants.
5. The distribution of weight between term work and final examination, and identification of all course activities
worth 10% or more of the overall course mark.
6. Whether marks are given for class participation and other in-class activities as well as the weight of such
participation.
7. Dates of any examination and course assignments with a weight of 10% or more of the overall course mark.
8. The manner in which the official university grading system is to be implemented in that particular course or
section, i.e., whether a particular distribution is to be used to determine grades, or whether there are absolute
measures or marks which will determine them, or whether a combination of the two will be used. Instructors should
refer to the University of Alberta marking and grading guidelines.
9. An indication of how students will be given access to past or representative evaluative course material.