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METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN
PROCESS: RESULTS OF AN EMPIRICAL STUDY
A. Martin-Erro, M. Domínguez, M.M. Espinosa
UNED-ETSII (Ingeniería del Diseño)
DYNA, July 2015, vol. 90, no. 4, p.380-385. DOI: http://dx.doi.org/10.6036/7212
INTRODUCTION
Conceptual design is one of the most important stages of industrial product development
process:
“The most influencing design stage” (Horváth, 2005).
“The phase where engineering science, practical knowledge, production methods and the
commercial topics need to join and where the most important decisions are taken, with a
significant impact in the product cost, reliability and final features” (French, 1985).
Being the importance of conceptual design process, it is evident that it must be used all
available means and resources to help developing better and more innovative concept
design solutions.
Horváth, “On some crucial issues of computer support of conceptual design,” in Product Engineering, Springer, 2005, pp. 123–142
M. J. French, Conceptual design for engineers. Springer, 1985
METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa
INTRODUCTION (II)
Methods and resources:
Information: is one of the main resources that support to the conceptual design process, which is mainly fed
from designers knowledge, information gathered by other product development process actors (marketing,
manufacture, packing and distribution), as well as the one that was previously registered.
Visual tools (schemes, mind maps, and mainly sketches) its use is understood as one of the most effective
problem solving mental processes.
Idea generation support means: external (images, photographs, schemes, graphics, mock-ups, any objects
(Brereton, 2000) and mainly sketches (Goel ,1995) (Ferguson,1994).
Creative methods:. Intuitive (Brainstorming) , logical (TRIZ) as well as visual thinking-based (Mind maps,
Brainsketching)
Use of computers: scarce use of computer systems at this design stage. Despite of it, efforts are made from
various approaches [12] [2] . Avaliable commercial specific applications, mainly focused on geometric
modeling.
M. Brereton and B. McGarry, “An observational study of how objects support engineering design thinking and communication: implications for the
design of tangible media,” in Proceedings of the SIGCHI conference on Human factors in computing systems, 2000, pp. 217–224.
V. Goel, Sketches of thought. Cambridge, Massachusetts: The MIT Press, 1995.
E. Ferguson, “Engineering and the Mind’s Eye,” The MIT press, 1994W. Hsu and B. Liu, “Conceptual design: issues and challenges,” Computer-Aided
Design., vol. 32, no. 14, pp. 849–850, 2000.
Horváth, “On some crucial issues of computer support of conceptual design,” in Product Engineering, Springer, 2005, pp. 123–142
METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa
STUDY ABOUT METHODS AND RESOURCES FOR CONCEPTUAL DESIGN
our goal:
to study design professional´s preferences on methods, means and resources for conceptual design process.
By a questionnaire made up of 23 questions related to the following topics:
· Interviewed designers and engineers information
· Conceptual design process.
· Conceptual design process support means·
· Use of creative methods.
· Idea generation support resources·
· Creative stimuli resources·
· Conceptual design/design reuse knowledge management
Two groups for this study:
· Design engineers
· Industrial designers
Horváth, “On some crucial issues of computer support of conceptual design,” in Product Engineering, Springer, 2005, pp. 123–142
M. J. French, Conceptual design for engineers. Springer, 1985
METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa
DATA COLLECTION AND ANALYSIS
METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa
UK
Korea
USA
Argentina
Uganda
Italy
Spain
Respondent professional´s profile
Experience of respondent professionals
Countries
RESULTS
importance of conceptual design process
METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa
RESULTS
CONCEPTUAL DESIGN PROCESS
METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa
Time spent on conceptual design (percentage
related on whole development process)
(most time consuming: concept evaluation
(61% of whole conceptual design stage time)
followed by idea generation (28% of whole
conceptual design stage time).
Conceptual Detail Verification/test Production
Problem definition
Idea generation
Idea selection
Concept evaluation
RESULTS
CONCEPTUAL DESIGN PROCESS
METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa
Number of iterations applied in the
conceptual design process
Average of generated ideas
RESULTS
CONCEPTUAL DESIGN PROCESS
METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa
Stackeholder implication on the conceptual
design process
user Implication on the process
RESULTS
CONCEPTUAL DESIGN SUPPORT RESOURCES
The use of conventional methods
(notebooks and paper sketches) is
preferential compared with computational
applications (computer-aided sketching
and CAD).
METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa
RESULTS
CONCEPTUAL DESIGN SUPPORT RESOURCES
METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa
Use of computer sketching applications is higher for designers, being
more preferential the use of CAD systems for engineers
RESULTS
CONCEPTUAL DESIGN SUPPORT RESOURCES
METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa
Is indicated a scarce use of commercial
applications currently available for conceptual
process support, especially at earlier design stages
RESULTS
USE OF CREATIVE TOOLS
METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa
Most used creative method, for both designers and
engineers was Brainstorming
TRIZ was the least used creative method Visual creative methods were well placed
RESULTS
IDEA GENERATION SUPPORT RESOURCES
METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa
Stimuli sources for design solutions and
ideas are almost similar for both engineers
and designers
Resources and tools used at the
idea generation substage are
preferably in paper (notebooks of
notes and sketches) for both
engineers and designers
RESULTS
CONCEPTUAL DESIGN KNOWLEDGE MANAGEMENT/ DESIGN REUSE
METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa
74 % of respondent completely agreed that conceptual design stage is an
important knowledge source (15 % partially agreed).
62 % of engineers partially uses other designs for his projects and 5 %
reuses them to a great extent
A great amount of the designers starts his projects from scratch (67 %),
other uses old designs (33 %), but none of the respondent designers
highly uses existing designs.
RESULTS
CONCEPTUAL DESIGN KNOWLEDGE MANAGEMENT/ DESIGN REUSE
METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa
Design information reuse is equally used by designers and engineers. Most
used information by designers is life cycle information as well as of
packaging, eco design, or materials costs
RESULTS
CONCEPTUAL DESIGN KNOWLEDGE MANAGEMENT/ DESIGN REUSE
Filed conceptual design information is mainly individual and for own initiative (50 % of all
respondent), existing centralized systems in some cases (10 % in engineers), but especially
by designers (30 % ) who answered that all conceptual design information is stored by a
centralized system.
The respondent indicating a centralized knowledge management or a knowledge
management at department answered to perform a minor number of iterations in
conceptual design process as well as and minor amount of design ideas generated.
Ideas capture it is a common practice for both engineers and designers:
97% captures ideas ideas at any time. In this case, traditional resources are preferred:
notebook (40 % of the answers) together with any paper or a napkin (23 %).
Most used digital mean is a photography shot with an smartphone (28 %) and less used are
the sketching applications available for mobile devices (9 %).
METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa
CONCLUSSIONS
METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa
This study confirms the difference on creative methods application by industrial designers and design
engineers, also showing a prevalence of intuitive creative methods to logical, even between
engineers.
Relevance of visual thinking at earlier design stages was shown.
Conceptual design commercial computer applications, are scarcely used, prevailing traditional means,
mainly at the initial conceptual design phases, where creativity factor plays a more relevant role.
Use of conventional CAD, at the expense of more suited applications for conceptual process, such as
sketching software.
It is confirmed the importance of the knowledge management at the conceptual design phase,
Conceptual design information is mainly treated to individual title. Future optimization ways can be
focusing towards a suitable design knowledge management. One important part is design reuse.

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Methods and resources for conceptual design

  • 1. METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez, M.M. Espinosa UNED-ETSII (Ingeniería del Diseño) DYNA, July 2015, vol. 90, no. 4, p.380-385. DOI: http://dx.doi.org/10.6036/7212
  • 2. INTRODUCTION Conceptual design is one of the most important stages of industrial product development process: “The most influencing design stage” (Horváth, 2005). “The phase where engineering science, practical knowledge, production methods and the commercial topics need to join and where the most important decisions are taken, with a significant impact in the product cost, reliability and final features” (French, 1985). Being the importance of conceptual design process, it is evident that it must be used all available means and resources to help developing better and more innovative concept design solutions. Horváth, “On some crucial issues of computer support of conceptual design,” in Product Engineering, Springer, 2005, pp. 123–142 M. J. French, Conceptual design for engineers. Springer, 1985 METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa
  • 3. INTRODUCTION (II) Methods and resources: Information: is one of the main resources that support to the conceptual design process, which is mainly fed from designers knowledge, information gathered by other product development process actors (marketing, manufacture, packing and distribution), as well as the one that was previously registered. Visual tools (schemes, mind maps, and mainly sketches) its use is understood as one of the most effective problem solving mental processes. Idea generation support means: external (images, photographs, schemes, graphics, mock-ups, any objects (Brereton, 2000) and mainly sketches (Goel ,1995) (Ferguson,1994). Creative methods:. Intuitive (Brainstorming) , logical (TRIZ) as well as visual thinking-based (Mind maps, Brainsketching) Use of computers: scarce use of computer systems at this design stage. Despite of it, efforts are made from various approaches [12] [2] . Avaliable commercial specific applications, mainly focused on geometric modeling. M. Brereton and B. McGarry, “An observational study of how objects support engineering design thinking and communication: implications for the design of tangible media,” in Proceedings of the SIGCHI conference on Human factors in computing systems, 2000, pp. 217–224. V. Goel, Sketches of thought. Cambridge, Massachusetts: The MIT Press, 1995. E. Ferguson, “Engineering and the Mind’s Eye,” The MIT press, 1994W. Hsu and B. Liu, “Conceptual design: issues and challenges,” Computer-Aided Design., vol. 32, no. 14, pp. 849–850, 2000. Horváth, “On some crucial issues of computer support of conceptual design,” in Product Engineering, Springer, 2005, pp. 123–142 METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa
  • 4. STUDY ABOUT METHODS AND RESOURCES FOR CONCEPTUAL DESIGN our goal: to study design professional´s preferences on methods, means and resources for conceptual design process. By a questionnaire made up of 23 questions related to the following topics: · Interviewed designers and engineers information · Conceptual design process. · Conceptual design process support means· · Use of creative methods. · Idea generation support resources· · Creative stimuli resources· · Conceptual design/design reuse knowledge management Two groups for this study: · Design engineers · Industrial designers Horváth, “On some crucial issues of computer support of conceptual design,” in Product Engineering, Springer, 2005, pp. 123–142 M. J. French, Conceptual design for engineers. Springer, 1985 METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa
  • 5. DATA COLLECTION AND ANALYSIS METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa UK Korea USA Argentina Uganda Italy Spain Respondent professional´s profile Experience of respondent professionals Countries
  • 6. RESULTS importance of conceptual design process METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa
  • 7. RESULTS CONCEPTUAL DESIGN PROCESS METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa Time spent on conceptual design (percentage related on whole development process) (most time consuming: concept evaluation (61% of whole conceptual design stage time) followed by idea generation (28% of whole conceptual design stage time). Conceptual Detail Verification/test Production Problem definition Idea generation Idea selection Concept evaluation
  • 8. RESULTS CONCEPTUAL DESIGN PROCESS METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa Number of iterations applied in the conceptual design process Average of generated ideas
  • 9. RESULTS CONCEPTUAL DESIGN PROCESS METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa Stackeholder implication on the conceptual design process user Implication on the process
  • 10. RESULTS CONCEPTUAL DESIGN SUPPORT RESOURCES The use of conventional methods (notebooks and paper sketches) is preferential compared with computational applications (computer-aided sketching and CAD). METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa
  • 11. RESULTS CONCEPTUAL DESIGN SUPPORT RESOURCES METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa Use of computer sketching applications is higher for designers, being more preferential the use of CAD systems for engineers
  • 12. RESULTS CONCEPTUAL DESIGN SUPPORT RESOURCES METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa Is indicated a scarce use of commercial applications currently available for conceptual process support, especially at earlier design stages
  • 13. RESULTS USE OF CREATIVE TOOLS METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa Most used creative method, for both designers and engineers was Brainstorming TRIZ was the least used creative method Visual creative methods were well placed
  • 14. RESULTS IDEA GENERATION SUPPORT RESOURCES METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa Stimuli sources for design solutions and ideas are almost similar for both engineers and designers Resources and tools used at the idea generation substage are preferably in paper (notebooks of notes and sketches) for both engineers and designers
  • 15. RESULTS CONCEPTUAL DESIGN KNOWLEDGE MANAGEMENT/ DESIGN REUSE METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa 74 % of respondent completely agreed that conceptual design stage is an important knowledge source (15 % partially agreed). 62 % of engineers partially uses other designs for his projects and 5 % reuses them to a great extent A great amount of the designers starts his projects from scratch (67 %), other uses old designs (33 %), but none of the respondent designers highly uses existing designs.
  • 16. RESULTS CONCEPTUAL DESIGN KNOWLEDGE MANAGEMENT/ DESIGN REUSE METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa Design information reuse is equally used by designers and engineers. Most used information by designers is life cycle information as well as of packaging, eco design, or materials costs
  • 17. RESULTS CONCEPTUAL DESIGN KNOWLEDGE MANAGEMENT/ DESIGN REUSE Filed conceptual design information is mainly individual and for own initiative (50 % of all respondent), existing centralized systems in some cases (10 % in engineers), but especially by designers (30 % ) who answered that all conceptual design information is stored by a centralized system. The respondent indicating a centralized knowledge management or a knowledge management at department answered to perform a minor number of iterations in conceptual design process as well as and minor amount of design ideas generated. Ideas capture it is a common practice for both engineers and designers: 97% captures ideas ideas at any time. In this case, traditional resources are preferred: notebook (40 % of the answers) together with any paper or a napkin (23 %). Most used digital mean is a photography shot with an smartphone (28 %) and less used are the sketching applications available for mobile devices (9 %). METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa
  • 18. CONCLUSSIONS METHODS AND TOOLS APPLIED ON CONCEPTUAL DESIGN PROCESS: RESULTS OF AN EMPIRICAL STUDY A. Martin-Erro, M. Domínguez , M.M. Espinosa This study confirms the difference on creative methods application by industrial designers and design engineers, also showing a prevalence of intuitive creative methods to logical, even between engineers. Relevance of visual thinking at earlier design stages was shown. Conceptual design commercial computer applications, are scarcely used, prevailing traditional means, mainly at the initial conceptual design phases, where creativity factor plays a more relevant role. Use of conventional CAD, at the expense of more suited applications for conceptual process, such as sketching software. It is confirmed the importance of the knowledge management at the conceptual design phase, Conceptual design information is mainly treated to individual title. Future optimization ways can be focusing towards a suitable design knowledge management. One important part is design reuse.