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Introduction

Elementary rules
Essentials of thought and procedure
Some practical advice

The Elements of Mechanical Design


J.G. Skakoon, ASME Press, New York, 2008
Dr. ir. F.L.M. Delbressine, TU/e

July 19, 2010

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

The only thing more expensive than education is


ignorance. Benjamin Franklin

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Contents:

Elementary rules of mechanical design


Essentials of thought and procedure in mechanical design
Practical advice
References

Title

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Elementary rules of mechanical design

Create designs that are explicitly simple

Keep the functions of a design independent

Use exact kinematic constraint design

Plan the load paths

Triangulate parts and structures to make them stiffer

Avoid bending stress

Improve designs with self-help

Manage friction in mechanisms

Contents

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Create designs that are explicitly simple, keep complexity


intrinsic

Elementary rules
Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Keep the functions of a design independent from one


another

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Locking function independent from locating function

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Indepence of all functions

Elementary rules

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Use exact kinematic constraint when designing structures


and mechanisms
Advantages exactly constrained compared to over-constrained
designs:
1

No binding

No play

Repeatable position

No internal stresses

Loose-tolerance parts

Easy assembly

Robustness to wear and environment

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Overconstrained design

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Basic theory of exact constraint

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Exact kinematic constraint diagram

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Exact constraint design example

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

2D Single constraint design example

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

2D plate 2 constraint example

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

2D plate fully constraint example

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

2D constraint examples

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

2D Overconstrained! (Form closed!)

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Applying a nesting force

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

The nesting force window

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Curvature and surface matching

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Wobbling table

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Elastic constraint design

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Elastic constraint design

Elementary rules
Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Plan the load path in parts, structures and assemblies

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

You want the load path to be:

Short
Direct
In a line, or barring that, in a plane
Symmetric
Non-redundant, or barring that, elastic
Locally-closed
(Easily analyzed)

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Load path

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Locally-closed load path

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Force flow lines

Elementary rules
Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Triangulate parts and structures to make them stiffer

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Triangulate to obtain stiffness

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Flange to obtain stiffness

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Ribs to obtain stiffness

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Tetrahedron: 3D triangulation

Elementary rules
Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Avoid bending stresses. Prefer tension and compression.

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Optimal material use

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Optimal material use

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Shear stress

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Flexibility needed use: bending or non-uniform torsional


loads

Elementary rules

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Improve designs with self-help

Use applied loads to improve performance:


Create new, useful forces
Transform or redirect themselves
Balance either themselves or existing loads
Help to distribute loads

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Self-help that creates forces

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Self-help that redirects forces

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Self-help that balances forces

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Self-help that distributes loads

Elementary rules

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Manage friction in mechanisms

Avoid sliding friction


Maximize the length of linearly guided components
Select rotary motion over linear motion
Use rolling element bearings whenever possible
Use flexures to eliminate friction

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Avoid sliding friction

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Linear guided system (overconstraint design)

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Use rolling elements bearing

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Select rotary motion over linear motion

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Use flexures to eliminate friction

Elementary rules

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Essentials of thought and procedure in mechanical design


Use 3D solid models layouts
Early ideation stage: use sketches
Invert geometry to reveal new solutions
Apply inversion
Build prototypes of everything
Separate strength from stiffness
Never overlook buckling phenomena
Analyze and test for trends and relationships
Identify contingency plans
Contents

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Use 3D solid models layouts

As an aid to thinking

For communicating design ideas

SOLID modelling why?


Exceptional visualization
Continuity of effort
Unambiguous communication

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

3D solid modelling

Essential thoughts

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Early ideation stage: use sketches

Essential thoughts

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Invert geometry to reveal new solutions

Formal techniques to generate needs, requirements, and concepts


Quality Function Deployment
Brainstorming
TRIZ
Particularly useful thought process: Inversion What happens if
I flip things around, or over, or inside-out?
Essential thoughts

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Inversion
Inside outside
Right left
Above below
Symmetric asymmetric
In-line offset
Smaller larger
Parallel normal
Oblique normal or parallel
Concentric eccentric
Moving stationary
Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Inversion cont.
Pressure vacuum
axial radial
flat curved
bolt nut
peg hole
stiff elastic
translating rotating
2-dimensional 3D
Mirror about a plane

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Inversion example

Essential thoughts

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Build prototypes of everything but not all at once

Essential thoughts

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Separate strength from stiffness

Strength is how much load causes yielding or breaking. If


something fails it is not strong enough! (y )
Stiffness, or rigidity, defines how much something deforms
when load is applied. (E )
If something does not break, do not assume it is stiff enough for its
purpose!
Essential thoughts

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Never overlook buckling phenomena


Catastrophic failures of man-made objects are often caused by
buckling.

Essential thoughts
Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Analyze and test for trends and relationships

Essential thoughts

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Identify contingency plans to minimize risks in design

Include as part of your design process :


a review for anything that could go awry;
anticipate possible failures and
identify corrections
Do not limit your definition of failure to hazards include:
Function, robustness, production, service, and life
Essential thoughts

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Some practical advice

Avoid press fits


Used closed sections or 3D bracing for torsional rigidity
When designing springs use: ...
Minimize and localize the tolerance path in parts and
assemblies
Include lead-ins in assembled designs
Design assembles to be . . .
Contents

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Avoid press fits

Are overconstrained
Require tight tolerances
Generate uncontrolled friction
Create assembly stress
Are hard to assemble

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Alternatives for press fits

Elastic fits
Snap fits
Tapered fits

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Elastic fits as alternatives

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Snap fit as alternative

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Tapered fits

Practical advice

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Used closed sections or 3D bracing for torsional rigidity

Practical advice

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

3D bracing for torsional rigidity

Practical advice

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

When designing springs use:


A low spring rate and
A high initial deflection
Why: Springs exert force and store energy!

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Load-deflection diagram

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Example

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Why low spring rates?

Practical advice

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Minimize and localize the tolerance path in parts and


assemblies

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Tolerancing

Practical advice

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Use mechanical amplification to reduce failures


An amplifier is any device that uses a small amount of something
to control a larger amount

Practical advice

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Include lead-ins in assembled designs

The tapered end provides three functions:


Starting, or spearing the parts together
Aligning to the desired final position
Directing the applied force
Practical advice

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Design assemblies to be:

Self-locating
Self-fixturing
Self-securing
Self-aligning
Self-adjusting
Self-assembling

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Self locating & self-fixturing

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Self-aligning

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Self adjusting

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Use self assembling symmetry

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Identical halves

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

Feature detail

Practical advice

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

Introduction
Elementary rules
Essentials of thought and procedure
Some practical advice

References

J.G. Skakoon, The Elements of Mechanical Design, ASME


Press, New York, 2008.

Dr. ir. F.L.M. Delbressine, TU/e

The Elements of Mechanical Design

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