P09310: Automatic Shift Controls for ATV
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Establish Target Specifications

Table of Contents

Step 1. Prepare the List of Metrics

The table below presents the metrics, or engineering specifications, that will be used by the team to design against.

List of Metrics
Metric No. Metric Units
1 Time to add components seconds
2 Total added mass lbs
3 Affordable unit price $USD
4 Tools List
5 Time between shifts Seconds
6 Comfort for user Subjective
7 Time to learn new system Seconds
8 Lifecycle Subjective
9 Ease of shifting Subjective
10 Use in dynamic elements List
Customer Needs as Related to Engineering Metrics Matrix
Needs and Metrics Time to add components Total added mass Affordable unit price Tools Time between shifts Comfort for User Time to learn new systems Lifecycle Ease of Shifting Use in dynamics elements
Easy to use X
Safe to use X
Retain reverse lockout
Ergonomically sound. X
Normal use durability X
Exposure to elements X
Race conditions X
Last lifetime of vehicle X X
Safe for transmission X
Fast shifting X
Smooth shifting X
Duty Cycle
Dynamic Operation X
Manufacturable
Cost analysis X
Easy to install X X
Weight X

Step 2. Collect Competitive Benchmarking Information

Relatively few Sr. design projects start from a clean sheet of paper. In most cases, there are some baseline solutions or products that could meet the vast majority of the customer's needs.

Write one or two paragraphs about each benchmark solution from the market place. Include a picture of the product, preferably illustrating the product in use or operation.

Benchmark 1
Describe the first benchmark solution here.
Benchmark 2
Describe the second benchmark solution here.
Benchmark 3
Describe the third benchmark solution here.

Use this table below to compare how pre-existing solutions should compare against the design team's efforts. See the example Table 5-6 on Page 80 of the text by Ulrich and Eppinger.

Competitive Benchmarking Matrix
Metric No. Need Nos. Metric Importance Units Benchmark 1 Value Benchmark 2 Value Benchmark 3 Value
1 Need 1,3
2 Need 2,6
3 Need 1,3
4 Need 1,3
5 Need 4
6 Need 5

Step 3. Set Ideal and Marginally Acceptable Target Values

Given the customer needs, awareness of the marketplace, and resource limitations of the current project, assign preliminary engineering specifications on each of the metrics. In addition to setting the nominal or target value or each specification, provide guidance to the team on the ideal value or direction that the team should strive for, once the nominal target values have been realized.

Engr. Spec. # Importance Customer Need # Specification (description) Unit of Measure Marginal Value Ideal Value
ES1 10 17 Weight lbs. 7 <7
ES2 9 10,11 Shift Time sec. 0.1 <0.1
ES3 9 14,15 Cost US$ 250 <200
ES4 9 9,10 Engine Spark Cutout sec. TBD
ES5 9 9,10 Shift Lever Rotation Degrees 17 20
ES6 9 9,10 Shift Lever Torque in-lbs 150 150
ES7 9 9,10 Shift Drum Rotation Degrees 60 60
ES8 9 9,10 Shift Drum Torque in-lbs 30 50
ES9 9 9,10 Shift Drum Rotation Time Sec. 0.04 0.02
ES10 9 9,10 Shift Fork Displacement Inches 0.5 0.5
ES11 9 9,10 Shift Fork Force lbs. 25 50
ES12 8 9,10 Maximum Downshift Speed [5 to 4] RPM 7600 7500
ES13 8 9,10 Maximum Downshift Speed [4 to 3] RPM 7600 7500
ES14 8 9,10 Maximum Downshift Speed [3 to 2] RPM 7300 7200
ES15 8 9,10 Maximum Downshift Speed [2 to 1] RPM 7000 6900
ES16 7 9,10 Minimum Upshift Speed RPM 3000 3000
ES17 7 9,10 Maximum Upshift Speed RPM 9500 9500
ES18 7 5,6,8,9 Expected System Life Years 5 10
ES19 5 Voltage Volts 12 12
Feature # Importance Customer Need # Specification (description) Unit of Measure Marginal Value Ideal Value
F1 10 ALL Push Button Shift Control Subjective Yes
F2 9 ALL Automatic Shifting Subjective Yes
F3 10 2,3 Reverse Lockout Subjective Yes
F4 11 6,7 User Interface Subjective Yes
Goal # Importance Customer Need # Specification Unit of Measure Marginal Value Ideal Value
G1 9 10,11 Acceleration sec. Comparable to Manual Faster than Manual
G2 10 8,14,16 Minimal Engine/Case Modification Subj. Minor Mounting Holes Only
G3 9 11 Shift Smoothness Subj. Comparable to Manual Smoother than Manual

Excel Spreadsheet Form: Spec Metrics.xls

Step 4. Reflect on the Results and the Process

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