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November 2012




Design for 6θ
- an introduction to the process and methods
Situation in industry: Product recalls and quality issues. But…
Toyota Gas Pedal                    Offshore Windturbines            BMW 2012-recall
Cause: Variation in design          Cause: Overconstrained design    Cause: Risk of battery cable cover
parameters causes pedal to ’lock’   creates parasitic forces that    being mounted incorrectly. Details
Cost: $2 billion                    decreases lifetime of critical   not released. 1.3 mio cars recalled
                                    components from 20 to 2 years.   Cost: Unknown
                                    Cost: DKK 200 mio.




                                                  2
…only the ‘tip of the iceberg’ reaches the market. Most quality issues are solved
during product development and production ramp-up. But because the issues are
discovered late in the development process, redesign is often costly and
challenging. Product complexity makes it difficult to find the root cause for the
issue. As a result, product launch is delayed and revenue is lost.
                                         3
So where do quality issues come from?
A quality issue is defined as any deviation of a product’s functional performance from its
nominal value - e.g. the force required to pull off the cap of a whiteboard marker.




The markers above no. 10000 and 10001 produced by the same production line with
identical specifications. But, they perform differently. The force required to take off the cap is
not the same. What causes this variation in performance and how can we reduce it?
• One strategy is to reduce the variation of the components – geometry, materials,
  surfaces. This is called Six Sigma – a well-proven strategy alraedy adopted by industry.
• Another strategy is to reduce the sensitivity to variation. Valcon has successfully
  developed 6θ - a coherent set of metrics and methods to reduce the sensitivity of a
  design.


                                                 4
How did Design for 6θ™ arise?
Design for 6θ™ combines research on quality engineering with years of experience on designing moving mechanics for
the automotive and medical industry. Combining the disciplines, and converting them to an operable and coherent
design procedure, a new product development paradigm has emerged.



                           Kinematics

           Design of
                                         Robust
          Experiments
                                         Design
            (DOE)

                                                               Experienced effects:
                                                               • Transparency in projects
                                                               • Predictability/precision in time-to-market
     Robot
     design
                           6θ                      Precision
                                                  instrument
                                                    design     • Lower sensitivity to variance
                                                               • Embedded quality – with fewer
                                                                 specifications
              Minimum
                                                               • ’Design Freedom’
              constraint                Statistics
               design

                           Axiomatic
                            Design




                                                               5
How does 6θ work?
6θ has two focus areas: Clarity and Robustness
The force required to activate a drug delivery device can vary from batch to batch and device to device. Design Clarity
removes this variation by identifying and redesigning ambiguous interfaces and overconstrained designs. Optimisation
using robust parameters further enhances the performance of the design.
                                          n (Number of devices)




                                              Desired performance



                                                                  Force required

                                                     8N

                                      Design for 6Theta™
                         Method 1: Clarity                     Method 2: Optimisation
                         Coupling Degree                               6Theta
                     (Kinematics and Design                         (Sensitivity and
                             Clarity)                               Specifications)



                                                           6                                      Source: novonordisk.com
A brief introduction to Method 1:
Kinematics and Design Clarity
                                                                                         X
Kinematic design can be applied at an early stage
(system level / architecture). Using Kutzbach’s                                         Y    Z
Formula the mobility of a design can be                           GEAR-
                                                                   BOX
                                                                                C    SHAFT
quantified.
                           j          j                       Principal example of a windturbine-concept
            B   6 n   1         Ui         F id
                          i 1        i 1




A design which is overconstrained is sensitive to
variation. For example, a misalignment of the
gearbox and shaft in the example to the right, will
result in parasitic forces in the bearings, thereby   The design is overconstrained by 5 degrees of freedom
decreasing their lifetime.
Introducing e.g. an Oldham coupling will provide
the sufficient degrees of freedom and the system
is now insensitive to any misalignments and
variation of the components.                                One possible coupling solution: The Oldham
                                                            Coupling introduces 5 degrees of freedom.



                                                  7
A brief introduction to Method 1:
Kinematics and Design Clarity

The components of a design have intended interfaces,




                                                                                    constraints (SOC)
but poor design, e.g. too many constraining surfaces,
can lead to abrupt changes of functional surfaces.




                                                                                    System Over-
The intended and actual number of constraining
surfaces can be visualised in a cockpit, thereby
providing an overview of the current state of sensitivity
in the design.




                                                                                    constraints (POC)
                                                                                    Part Over-
Designs with ambiguous interfaces should be                 No. of interfaces (I)
addressed, because an unintended change of
interface results in performance variation.




                                                     8
A brief introduction to Method 2:
Quantifying and improving robustness

With an unambiguous design, it
is now possible to derive the
transfer functions (the
correlation between design
parameters and functional
performance).
The transfer functions can be
derived by
   • Analytical derivation
   • Simulations
   • Experiments (DoE)
The gradient of the transfer
function indicates the sensitivity
of the design and allows for
optimisation.




                                     9
Example of Method2:
Designing a press-fit

 Which design is best?




                         10
Example of Method2:
Designing a press-fit
The design parameters that contribute to the holding force of the press fit in the two designs are identified and the
Theta-value is calculated. Is is seen, that the force is particularly sensitive to the hole and shaft diameter. However, in
the second design, the Theta value is relatively higher, indicating that this is a better design.




                                                              11
Example of Method2:
Designing a press-fit
A Monte Carlo-simulation confirms, that the second design has a higher yield rate.




                98.13%                                                         99.92%
                                                         12
Effects: Selected cases
The table contains selected cases of 6θ   applied in industry.



Project                Issue                        Source                                   Change & Effect

Industrial grinder     Vibrations and noise         Mechanism design was                     Overconstraints removed.
                                                    overconstrained, resulting in large      Noise and vibrations
                                                    and varying internal forces.             disappeared.
Large-scale scanner    Noise on scanner             Overconstrained and ambiguous            Overconstraints removed.
                       images                       design led to varying torque on          Noise removed from
                                                    motor                                    images.
DVD Tray               Motor unable to drive        Overconstrained design leading to        Overconstraints removed.
                       tray in & out. Bigger        sensitivity of parallellity of bearing   Old motor re-installed.
                       motor used, but new          shafts                                   Noise removed.
                       motor is noisy.
Medical device         Milestone missed. Lack       Ambiguous design.                        Redesign with focus on
                       of overview in tolerance                                              ambiguity. Improved
                       analysis. Variation in                                                tolerance overview.
                       functional performance.
Medical sampler        Leakage between liquid       Ambiguous design. Unintended             Redesign of parts (minor
                       reservoir and flow           (and hence uncontrolled)                 changes) enhancing
                       channel                      component elements influenced            design clarity. Leakage
                                                    positioning of parts                     stopped.

                                                            13
Valcon
Advanced methods:
6θ™ contains more methods and metrics to help identify and obtain quality
in design:
                                KPI                                         TARGET                   NEXT                       ACTIONS                     STATUS                         LEGEND                                       WEEK 32
                                Through interface analysis of all body      Coverage 100%            Primary target. Must be    Subsystem XXX must be       Main interface groups have     Normalized couplling degree: number of
COUPLING




                                and part interfaces a coupling degree       Normalized coupling      completed (100%) in week   included into the           been solved. Detail            improvement points per interface
 DEGREE




                                for the product can be calculated as        degree: 3 or below.      34                         kinematic cockpit -         modelling and cleanup still
                                follows: (System                                                                                DEADLINE XXX                to do
                                improvements*interfaces + part
                                improvement + number of
                                interfaces)/number of interfaces. This
                                                                                                                                                                                                                                            4      Coupling
                                                                                                                                                                                                                                                   degree
                                provides a number describing how
                                many improvements per interfaces the
                                product currently has
TOLERANCE STRUCTURE MATERIALS




                                A measure of how many components            Coverage 100%            Materials is secondary.    Find / create a standard    Critical components have       Percent of components with assigned
                                have had an approved material               100% materials           Begin process after week   material list - DEADLINE    materials. Springs and         material
                                assigned, living up to all requirements     assigned                 34                         XXX                         visual components still to
                                                                                                                                                            do. Visual components
                                                                                                                                                            need input from designer




                                A measure of the distribution of safety     Coverage 100%            Process parallel with      Areas which are             There are interfaces which     Green: safety factor > 1.4
                                factors against relevant failure criteria   All safety factors       results from coupling      dependent on strength       have not yet been solved .     Yellow: 1.4>safety factor > 1
                                for all identified calculations             higher or equal to 1,4   degree.                    and flexibility should be   A short review estimates       Red: Safety factor < 1
                                                                                                     Begin process week 22      found - DEADLINE XXX        that most of these
                                                                                                                                                            interfaces can be solved
                                                                                                                                                            with a small effort at level
                                                                                                                                                            1. Calculations below
                                                                                                                                                            safety factor 1 needs
                                                                                                                                                            redesign




                                A measure of the distribution of all        Coverage 100%            All weeks. Must be         • X, Y, Z. Alignment        The focus has been on the      Green: acceptable tolerance specification
                                tolerances specified. Tolerances are        No critical tolerance    determined in week 44 at   tolerance chain must be     tolerances concerning the      (IT grade higher or on par with
                                divided into categoryies by their IT        specifications           the latest                 solved, this will tell us   precision of the alignment     recommendation)
                                grade equivalent compared to the            Minimum 85 %                                        about the concept -         of the gasket over the         Yellow: Challenging tolerance
                                process necessary to produce the            acceptable tolerances                               DEADLINE XXX                solution pack. Remaining       specification (IT grade between 0 and 1
                                component in question                                                                                                       calculations are mostly        lower than recommended)
                                                                                                                                • Sensor tolerance          fittings .                     Red: Difficult tolerance specification (IT
                                                                                                                                chains (unsolved)           Snap calculations should       grade more than 1 lower than
                                                                                                                                • 2,5 N packing spring      have priority                  recommended)
                                                                                                                                (unsolved)
                                                                                                                                • 1 N constant force
                                                                                                                                spring (unsolved)




                                                                                                                                                  14
How to make your organisation design 6θ -solutions
Valcon has gained experience from many succesful product development projects working with the 6θ -methods and
metrics, and offers a variety of services to clients that are interested in improving their quality and predictability of their
product development process.




   • Implementation of 6θ™                    • Executing 6θ™-product                     • 6θ™-training of
     in the organisation.                       development in a                            relevant personnel –
   • Training of engineers,                     specific project.                           from engineers to top
     project managers and                     • Ongoing                                     management
     directors.                                 documentation and                         • Certification (green,
   • Integration into                           improvement of 6θ™-                         yellow & black belts)
     corporate NPD-                             level.
     process
                                                               15
6θ™ in an academic context
6θ™ is also being applied in academia
  • Valcon and DTU (Technical University of Denmark) are sponsoring a PhD Research
    Project on robust design.
  • DTU is developing a course on robust design scheduled to launch in the fall semester
    2013. Valcon will contribute with knowledge and cases.
  • Master Thesis Projects on robust design are currently underway.




                                           16
Contact
For further information, contact Valcon:


Janus Juul Rasmussen
Director of Valcon Design
Mail: jjr@valcon.dk
Telephone: (+45) 24 43 97 69


Martin Ebro
6θ™-specialist
Mail: mec@valcon.dk
Telephone: (+45) 24 43 97 86




                                           17

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Design for 6θ by Valcon - an introduction to the process and methods

  • 1. November 2012 Design for 6θ - an introduction to the process and methods
  • 2. Situation in industry: Product recalls and quality issues. But… Toyota Gas Pedal Offshore Windturbines BMW 2012-recall Cause: Variation in design Cause: Overconstrained design Cause: Risk of battery cable cover parameters causes pedal to ’lock’ creates parasitic forces that being mounted incorrectly. Details Cost: $2 billion decreases lifetime of critical not released. 1.3 mio cars recalled components from 20 to 2 years. Cost: Unknown Cost: DKK 200 mio. 2
  • 3. …only the ‘tip of the iceberg’ reaches the market. Most quality issues are solved during product development and production ramp-up. But because the issues are discovered late in the development process, redesign is often costly and challenging. Product complexity makes it difficult to find the root cause for the issue. As a result, product launch is delayed and revenue is lost. 3
  • 4. So where do quality issues come from? A quality issue is defined as any deviation of a product’s functional performance from its nominal value - e.g. the force required to pull off the cap of a whiteboard marker. The markers above no. 10000 and 10001 produced by the same production line with identical specifications. But, they perform differently. The force required to take off the cap is not the same. What causes this variation in performance and how can we reduce it? • One strategy is to reduce the variation of the components – geometry, materials, surfaces. This is called Six Sigma – a well-proven strategy alraedy adopted by industry. • Another strategy is to reduce the sensitivity to variation. Valcon has successfully developed 6θ - a coherent set of metrics and methods to reduce the sensitivity of a design. 4
  • 5. How did Design for 6θ™ arise? Design for 6θ™ combines research on quality engineering with years of experience on designing moving mechanics for the automotive and medical industry. Combining the disciplines, and converting them to an operable and coherent design procedure, a new product development paradigm has emerged. Kinematics Design of Robust Experiments Design (DOE) Experienced effects: • Transparency in projects • Predictability/precision in time-to-market Robot design 6θ Precision instrument design • Lower sensitivity to variance • Embedded quality – with fewer specifications Minimum • ’Design Freedom’ constraint Statistics design Axiomatic Design 5
  • 6. How does 6θ work? 6θ has two focus areas: Clarity and Robustness The force required to activate a drug delivery device can vary from batch to batch and device to device. Design Clarity removes this variation by identifying and redesigning ambiguous interfaces and overconstrained designs. Optimisation using robust parameters further enhances the performance of the design. n (Number of devices) Desired performance Force required 8N Design for 6Theta™ Method 1: Clarity Method 2: Optimisation Coupling Degree 6Theta (Kinematics and Design (Sensitivity and Clarity) Specifications) 6 Source: novonordisk.com
  • 7. A brief introduction to Method 1: Kinematics and Design Clarity X Kinematic design can be applied at an early stage (system level / architecture). Using Kutzbach’s Y Z Formula the mobility of a design can be GEAR- BOX C SHAFT quantified. j j Principal example of a windturbine-concept B 6 n 1 Ui F id i 1 i 1 A design which is overconstrained is sensitive to variation. For example, a misalignment of the gearbox and shaft in the example to the right, will result in parasitic forces in the bearings, thereby The design is overconstrained by 5 degrees of freedom decreasing their lifetime. Introducing e.g. an Oldham coupling will provide the sufficient degrees of freedom and the system is now insensitive to any misalignments and variation of the components. One possible coupling solution: The Oldham Coupling introduces 5 degrees of freedom. 7
  • 8. A brief introduction to Method 1: Kinematics and Design Clarity The components of a design have intended interfaces, constraints (SOC) but poor design, e.g. too many constraining surfaces, can lead to abrupt changes of functional surfaces. System Over- The intended and actual number of constraining surfaces can be visualised in a cockpit, thereby providing an overview of the current state of sensitivity in the design. constraints (POC) Part Over- Designs with ambiguous interfaces should be No. of interfaces (I) addressed, because an unintended change of interface results in performance variation. 8
  • 9. A brief introduction to Method 2: Quantifying and improving robustness With an unambiguous design, it is now possible to derive the transfer functions (the correlation between design parameters and functional performance). The transfer functions can be derived by • Analytical derivation • Simulations • Experiments (DoE) The gradient of the transfer function indicates the sensitivity of the design and allows for optimisation. 9
  • 10. Example of Method2: Designing a press-fit Which design is best? 10
  • 11. Example of Method2: Designing a press-fit The design parameters that contribute to the holding force of the press fit in the two designs are identified and the Theta-value is calculated. Is is seen, that the force is particularly sensitive to the hole and shaft diameter. However, in the second design, the Theta value is relatively higher, indicating that this is a better design. 11
  • 12. Example of Method2: Designing a press-fit A Monte Carlo-simulation confirms, that the second design has a higher yield rate. 98.13% 99.92% 12
  • 13. Effects: Selected cases The table contains selected cases of 6θ applied in industry. Project Issue Source Change & Effect Industrial grinder Vibrations and noise Mechanism design was Overconstraints removed. overconstrained, resulting in large Noise and vibrations and varying internal forces. disappeared. Large-scale scanner Noise on scanner Overconstrained and ambiguous Overconstraints removed. images design led to varying torque on Noise removed from motor images. DVD Tray Motor unable to drive Overconstrained design leading to Overconstraints removed. tray in & out. Bigger sensitivity of parallellity of bearing Old motor re-installed. motor used, but new shafts Noise removed. motor is noisy. Medical device Milestone missed. Lack Ambiguous design. Redesign with focus on of overview in tolerance ambiguity. Improved analysis. Variation in tolerance overview. functional performance. Medical sampler Leakage between liquid Ambiguous design. Unintended Redesign of parts (minor reservoir and flow (and hence uncontrolled) changes) enhancing channel component elements influenced design clarity. Leakage positioning of parts stopped. 13
  • 14. Valcon Advanced methods: 6θ™ contains more methods and metrics to help identify and obtain quality in design: KPI TARGET NEXT ACTIONS STATUS LEGEND WEEK 32 Through interface analysis of all body Coverage 100% Primary target. Must be Subsystem XXX must be Main interface groups have Normalized couplling degree: number of COUPLING and part interfaces a coupling degree Normalized coupling completed (100%) in week included into the been solved. Detail improvement points per interface DEGREE for the product can be calculated as degree: 3 or below. 34 kinematic cockpit - modelling and cleanup still follows: (System DEADLINE XXX to do improvements*interfaces + part improvement + number of interfaces)/number of interfaces. This 4 Coupling degree provides a number describing how many improvements per interfaces the product currently has TOLERANCE STRUCTURE MATERIALS A measure of how many components Coverage 100% Materials is secondary. Find / create a standard Critical components have Percent of components with assigned have had an approved material 100% materials Begin process after week material list - DEADLINE materials. Springs and material assigned, living up to all requirements assigned 34 XXX visual components still to do. Visual components need input from designer A measure of the distribution of safety Coverage 100% Process parallel with Areas which are There are interfaces which Green: safety factor > 1.4 factors against relevant failure criteria All safety factors results from coupling dependent on strength have not yet been solved . Yellow: 1.4>safety factor > 1 for all identified calculations higher or equal to 1,4 degree. and flexibility should be A short review estimates Red: Safety factor < 1 Begin process week 22 found - DEADLINE XXX that most of these interfaces can be solved with a small effort at level 1. Calculations below safety factor 1 needs redesign A measure of the distribution of all Coverage 100% All weeks. Must be • X, Y, Z. Alignment The focus has been on the Green: acceptable tolerance specification tolerances specified. Tolerances are No critical tolerance determined in week 44 at tolerance chain must be tolerances concerning the (IT grade higher or on par with divided into categoryies by their IT specifications the latest solved, this will tell us precision of the alignment recommendation) grade equivalent compared to the Minimum 85 % about the concept - of the gasket over the Yellow: Challenging tolerance process necessary to produce the acceptable tolerances DEADLINE XXX solution pack. Remaining specification (IT grade between 0 and 1 component in question calculations are mostly lower than recommended) • Sensor tolerance fittings . Red: Difficult tolerance specification (IT chains (unsolved) Snap calculations should grade more than 1 lower than • 2,5 N packing spring have priority recommended) (unsolved) • 1 N constant force spring (unsolved) 14
  • 15. How to make your organisation design 6θ -solutions Valcon has gained experience from many succesful product development projects working with the 6θ -methods and metrics, and offers a variety of services to clients that are interested in improving their quality and predictability of their product development process. • Implementation of 6θ™ • Executing 6θ™-product • 6θ™-training of in the organisation. development in a relevant personnel – • Training of engineers, specific project. from engineers to top project managers and • Ongoing management directors. documentation and • Certification (green, • Integration into improvement of 6θ™- yellow & black belts) corporate NPD- level. process 15
  • 16. 6θ™ in an academic context 6θ™ is also being applied in academia • Valcon and DTU (Technical University of Denmark) are sponsoring a PhD Research Project on robust design. • DTU is developing a course on robust design scheduled to launch in the fall semester 2013. Valcon will contribute with knowledge and cases. • Master Thesis Projects on robust design are currently underway. 16
  • 17. Contact For further information, contact Valcon: Janus Juul Rasmussen Director of Valcon Design Mail: jjr@valcon.dk Telephone: (+45) 24 43 97 69 Martin Ebro 6θ™-specialist Mail: mec@valcon.dk Telephone: (+45) 24 43 97 86 17