INTERNATIONAL SOCIETY OF ALLIED WEIGHTS ENGINEERS, INC. FUNCTIONAL RECOMMENDED PRACTICE NUMBER Serving the Aerospace - Shipbuilding - Land Vehicle and Allied Industries Date Issued Executive Director P.O. Box 60024, Terminal Annex Los Angeles, CA 90060 Not yet Baselined MASS PROPERTIES ESTIMATION Revision Letter Prepared by Government - Industry Workshop Society of Allied Weight Engineers, Inc. All SAWE technical reports, including standards applied and practices recommended, are advisory only. Their use by anyone engaged in industry or trade is entirely voluntary. There is no agreement to adhere to any SAWE standard or recommended practice, and no commitment to conform to or be guided by any technical report. In formulating and approving technical reports, the SAWE will not investigate or consider patents that apply to the subject matter. Prospective users of the report are responsible for protecting themselves against liability for infringement of patents. Notwithstanding the above, if this recommended practice is incorporated into a contract, it shall be binding to the extent specified in the contract. SAWE RECOMMENDED PRACTICE ___________________ ___________________ PAGE AND REVISION LOG Page Latest Revision Page Latest Revision Page Latest Revision Estimating System Mass Properties ---------------------------------------------------------------- 4 1. Scope ------------------------------------------------------------------------------------------ 4 2. Purpose ---------------------------------------------------------------------------------------- 4 3. Reference Documents ----------------------------------------------------------------------- 4 3.1. General ---------------------------------------------------------------------------------- 4 3.2. Land ------------------------------------------------------------------------------------- 4 3.3. Sea --------------------------------------------------------------------------------------- 4 3.4. Air and Space -------------------------------------------------------------------------- 5 3.5. Additional Reference Publications -------------------------------------------------- 5 4. Definitions, Abbreviations, Acronyms --------------------------------------------------- 5 5. General Requirements----------------------------------------------------------------------- 5 5.1. Mass Properties to be Estimated -------------------------------------------------------- 5 5.2. Implications of the Product Life Cycle ------------------------------------------------ 6 5.3. Utilization of Mass Properties Breakdown Structures ------------------------------ 7 5.4. Other Considerations --------------------------------------------------------------------- 8 6. Detailed Requirements -------------------------------------------------------------------- 10 6.1. Basic Mass Estimation Equation ----------------------------------------------------- 11 6.2. Process Flow ---------------------------------------------------------------------------- 11 6.3. Estimation Methods -------------------------------------------------------------------- 12 7. Summarization ----------------------------------------------------------------------------- 14 8. ANNEX A – Mass Estimating Tools Library ----------------------------------------- 14 (purchase/obtain from SAWE)----------------------------------------------------------------- 14 (COTS) -------------------------------------------------------------------------------------------- 14 Estimating System Mass Properties 1. Scope This document defines recommended practices regarding estimation of transportation system mass properties. All modes of transportation such as by land, sea, air, and exoatmospheric are addressed in a consistent manner. Mass properties discipline analysis procedures are appropriately indicated from within this document. Industry specific recommended practices and procedures are also indicated from within this document. 2. Purpose The purpose of this document is to present general mass properties estimation concepts and techniques for transportation systems at a hierarchy level where all modes of transportation are incorporated. The functional processes which should occur to estimate transportation system mass properties throughout a product life cycle are described. The document also refers to lower level hierarchy analysis standards and publications for each discipline. By following the standards of this document and references to discipline and industry specific lower level documents mass properties engineers can communicate across all transportation regimes and facilitate development of a high quality final product. 3. Reference Documents Standards and Recommended Practices: This recommended practice shall be used in conjunction with the following publications. When the following specifications are superseded by an approved revision, the revision shall apply. 3.1. General 1. SAWE Weight Engineers Handbook 3.2. Land 2. SAWE RP No. X: Mass Properties Control System for Wheeled and Tracked Vehicles, May 13, 1986. 3.3. Sea 3. SAWE RP No. 12 Issue C, Weight Control Technical Requirements for Surface Ships, May 22 , 2002. 4. SAWE RP No. 13, Standard Coordinate System for Reporting Mass Properties for Surface Ships and Submarines, June 5, 1996. 5. SAWE RP No. 14, Weight Estimating and Margin Manual for Marine Vehicles, May 22, 2001. 6. SAWE RP No. 15, Vendor Weight Control for the Marine Industry, May 18 2004. 3.4. Air and Space 7. SAWE RP No. 6, Standard Coordinate Systems for Reporting the Mass Properties of Flight Vehicles, Sept. 1, 1999. 8. SAWE RP No. 7, Mass Properties Management and Control For Military Aircraft, May 18 2004. 9. SAWE RP No. 8, Weight and Balance Data Reporting Forms for Aircraft (including Rotorcraft), June 1 1997. 10. SAWE RP No. 11, Mass Properties Control for Space Vehicles, June 3 2000. 3.5. Additional Reference Publications 11. A. Schuster and R. Aasen: Marine System Weight Estimating Methods, Class Notes SAWE training course 24th September 2005, Valencia CA. 12. SAE-J1100 Jul 79 - Motor Vehicle Dimensions, SAE Recommended Practice 13. SAE-J874 Apr 80 - Center of Gravity Test Code 14. L.L. Yang, W.E. Kruse and R.T. Sugiyama; Mass Properties Control Standard for Space Vehicles, Aerospace Corporation, Report No. TOR-2005(8583)-3970, 20-July2005. 15. American Institute of Aeronautics and Astronautics: Recommended Practice for Mass Properties Control for Satellites, Missiles, and Launch Vehicles, AIAA/ANSI R020A-1999. 16. International Council on Systems Engineering (INCOSE): Systems Engineering Handbook, A “What To” Guide For All Se Practitioners, INCOSE-TP-2003-016-02, Version 2a, 1 June 2004. 4. Definitions, Abbreviations, Acronyms General terminology for Mass Properties Estimation is provided in SAWE FRP No. x “Top level document name”, additional terms pertinent to mass estimation are: Term yyyyyyyy Definition ssssssssssssssssssssssssssssssssssssssss 5. General Requirements 5.1. Mass Properties to be Estimated Mass properties for an entity are fundamentally characterized by the three terms, Mass, Center of Gravity, and Inertia. Mass – Basic quantity, units of mass (slug, kg) Center of Gravity - a position vector (x,y,z) relative to a reference coordinate system, units of length (in, ft, m) Inertia – specifically the symmetric inertia tensor defined by 6 terms: Three diagonal tensor terms representing the entity’s Moment of Inertia MOI, derived units of (mass*length^2): Ixx – Moment of Inertia about the reference X axis Iyy – Moment of Inertia about the reference Y axis Izz – Moment of Inertia about the reference Z axis Three off diagonal tensor terms representing the entity’s Product of Inertia POI (unbalance in a plane), derived units of (mass*length^2): Ixz – Product of Inertia in the XZ plane Ixy – Product of Inertia in the XY plane Izy – Product of Inertia in the ZY plane More complete definitions of these basic mass properties terms and the inter-relationships of inertia terms to entity principal axes can be found in references [SAWE Handbook], and [RP 6]. It is most typical to desire estimation for entity mass and nearly as often, center of gravity. Estimation of Inertial terms is less common in early phases of product design but becomes necessary as stability and dynamic motion performance characteristics are required. Distribution of single entity and multiple entity masses across a larger element (vehicle) become important when vehicle loading and strength analyses are being performed. Often within a particular transportation industry, derived mass properties terms are standard and of particular importance to that industry. For example, in the building of large marine vehicles the term KG is routinely estimated and tracked throughout the ships product lifecycle. KG represents the product of the ships mass times the vertical distance of that masses center of gravity to the bottom, keel, of the ship. In aerospace design the distance from an aircrafts center of lift to its center of gravity (Xw [Nicolai]) may be tracked as another of these estimated mass properties derived from design configuration data in conjunction with the primary mass property values. It is useful, for a complex system design to track design pertinent basic and derived mass property information as Technical Performance Measures (TPMs). Often these TPMs will be evaluated, tracked and controlled through use of a program’s formal Continuous Risk Management Process []. Table of sample industry specific Derived Mass TPM’s? 5.2. Implications of the Product Life Cycle Mass properties estimation can be important to all phases of a product’s life cycle. Organizations define different types of product life cycle phases which encompass a product’s status from Needs Identification through Operational Life to Disposal. We will refer in this document to four product life cycle phases based upon those in the International Council of Systems Engineers Handbook [INCOSE HDBK]. The four phases of interest to us are: Concept Exploration, Product Definition, Engineering Manufacturing and Development, and Production/Deployment/Operation. SAWE Paper #3300[] is also a general reference to the Mass Properties product deliverables which support Mass Properties Engineering for general product development. Further details on Mass Properties Control are available in SAWE Functional Recommended Practice (FRP) XXX. Mass property estimation is required early on in product development, ie: during Concept Exploration and Product Definition phases, to assist System Engineering Architecture trade studies and to assure appropriate values are used to assess vehicle performance and develop vehicle design loads. After a typical Contract Authority to Proceed date for vehicle fabrication (ATP) the Mass Properties Control process becomes very rigorous and more formally documented. Program Mass Properties are typically stated to be at one of three defined levels of fidelity. Estimated – Mass Determined by historical data, and theoretical analysis Calculated – Mass calculated from engineering data (CAD, Drawings) of designed elements. Actual – Mass determined by obtaining Metrological (measured) data of a component. This document is concerned only with methods used to create Estimated Mass Properties Data. Note that estimated mass properties may still be required during the Manufacturing and Development phase of a product where for example masses of all elements are not yet at the calculated state. Mass estimations may similarly be required during the Operational use of a product, for example to determine acceptable values for uncertain loading like variations in passenger and payload weights and positions. 5.3. Utilization of Mass Properties Breakdown Structures Transportation vehicles are complex systems that are comprised of components from multiple disciplines which must function together in the single final product. To track mass of the single vehicle requires that vehicle mass be broken down into sub-categories based typically upon the masses functional requirement. Systems Engineers and Project Managers often refer to the Work Breakdown Structure (WBS) to track product development. Mass properties engineers use this breakdown or those of a more Functional basis, Functional Breakdown Structure (FBS) to track all masses which make up the whole vehicle. Mass estimation for the vehicle becomes an integration of mass estimation for each element of the vehicle’s FBS. Some standard breakdown structures for various transportation vehicles are given below: (place in appendix, or ref to a website ?) Vehicle Breakdown Structures Marine Systems Military Aircraft EWBS[] WBS[] MarAd[] Commercial Aircraft Missles and Spacecraft Automotive Military Land Vehicles [] FBS[] [] [] As mass properties encompass all systems which make up a vehicle the mass properties engineer must be cognizant of the status of work from each of the systems groups which comprise the total vehicle. This need typically places the mass properties engineering function on a team which is cognizant of total vehicle design/development status such as a Systems Engineering and Integration group. Mass properties are often captured as Technical Performance Measures (TPM’s) [][][]. In a large project where mass is critical, as is often the case in high performance or energy conscious design, mass properties as a TPM are formally tracked in the Systems Engineering and Integrations Risk Management Process. [Schuster weight as a TPM]. 5.4. Other Considerations A good mass properties engineer A good mass properties engineer is essential to obtain good mass properties estimations. General qualifications include: Knowledge of the estimation system he is using Good knowledge of the historical database he is using, and of similar product line data. Knowledge in all discipline areas of the project Analytical capability Understanding of results feasibility, what ranges to expect in the results Historical data To be able to produce a successful estimation, historical mass property data must exist in a structured form according to a breakdown structure. The historical data must be reliable, quality assured and have a maturity status of ”actual”. Furthermore, parameter information according to the methods to be used must exists for the historical projects, as well as other essential project parameters, data and drawings. Methods and tools for parametric estimation Methods and tools which utilize historical mass properties data are very enabling towards obtaining acceptable results. Estimation must be possible to execute according to the mass property WBS of the historical data. Some characteristics of quality estimation tools in recent use are: Interactive interface to the historical data Capability to filter information out of the historical data Quantification of uncertainty Report capabilities Capability of extending the database by adding newly defined mass property information and additional mass property estimating relationships Use of result When structuring the work of estimation one should consider who will use, and for what purpose the results will be used. Level of effort in terms of estimation process complexity must be balanced against schedule and design status constraints. Consideration of the level of estimation detail The level of estimation detail is determined by report requirement, data available for estimation and properties estimated. I.e.: While the mass may be obtained at a relatively low level detail, the need for accurate center of gravity may call for a more detailed estimation. Accepted uncertainty One should define what level of uncertainty is accepted for the estimation. Verification of results Mass distribution curves: Do they harmonize with extension and center of gravity? Visualization of center of gravity of mass items in a reference Reports and documentation What documentation is needed. How results should be reported. Coordinate system documentation. 50/50 estimate Mass Properties estimates should be based on the 50/50 principle. The 50/50 principle requires that there be an equal chance of the real value to be lower as higher than the estimated value. Uncertainty analysis may be formally implemented to understand the impact of deviation from 50/50 estimates. Mass Properties Control processes account for appropriate margins, reserves, and growth factors. Early optimism or pessimism in mass properties estimation is avoided by working from the 50/50 principle. The Mass Properties Engineer’s familiarity with the particular system in development, his control and documentation processes ensure that the 50/50 estimate is disseminated and understood by other members of the product development/deployment and operations teams. Mass budget The estimation result should be defined as a mass budget. A mass budget should be frozen and not changed. A copy of the mass budget may serve as a starting point for mass tracking, but the original mass estimation should not be changed and serve as the values to compare to. The time of freezing is normally when a contract is entered that refers to mass properties. [refer more to mp control plan here] Handling margins It is very important to distinguish between different margins. Margins added for uncertainty in the estimate as a “security factor” or other margin containing undefined weights violates the 50/50 principle and should not be introduced until a complete 50/50 estimate is finished. At that time additional mass may be included with associated documentation as to its purpose. Each transportation discipline utilizes specific nomenclature to define various portions which make up a full component mass estimate. (place table here?) [refer to mp control plan here][uncertainty/risk analysis] The mass estimations prescribed in section 6 are used to arrive at typically “Basic Mass” values. Basic Mass estimates should be adjusted with appropriate margin and contingency allowances to represent the mass property required for program purposes. 6. Detailed Requirements Mass Estimation for the different transportation disciplines involves similar data, and data processing which will be generalized in this section. References [SAWE RP 14], [Marine System Mass Est Class] and [SAWE Aircraft Weight Engineering] were instrumental in the development of this Recommended Practice. Those interested in more detailed extensions to the techniques used for Mass Estimation should also become familiar with the Society of Allied Weight Engineers collection of Technical Papers, particularly those of the following Highlighted listed categories. SAWE Technical Paper – Categories 12.0 Weight Engineering Computer Applications 13.0 Weight Engineering Marine 14.0 Weight Engineering Missile Design 15.0 Weight Engineering Missile Estimation 23.0 Weight Engineering Structural Estimation 24.0 Weight Engineering System Design 25.0 Weight Engineering System Estimation 26.0 Weight Growth 5.0 Inertia Calculations 16.0 Weight Engineering Organization 27.0 Weight Reduction Materials 6.0 Inertia Measurement 17.0 Weight Engineering Procedures 18.0 Weight Engineering – Spacecraft Design 19.0 Weight Engineering Spacecraft Estimation 20.0 Weight Engineering – Specific Deisgn 21.0 Weight Engineering – Statistical Studies 22.0 Weight Engineering – Structural Design 28.0 Weight Reduction Processes 29.0 Weight Value of a Pound 30.0 Miscellaneous 1.0 Aircraft Loading-General 2.0 Aircraft Loading-Payload 3.0 Center of Gravity 4.0 Electrical Transducers 7.0 Section Properties 8.0 Weighing 9.0 Weighing Equipment 10.0 Weight Engineering - Aircraft Design 11.0 Weight Engineering Aircraft Estimation 31.0 Weight Engineering Surface Transportation 6.1. Basic Mass Estimation Equation One may think of mass estimating as determining a number of system unit weights multiplied by the no. of corresponding units which in summation then comprises the total system. Without accounting for uncertainty of a known or unknown nature the basic mass estimation technique is: System Mass = ∑(No. of units * unit mass) Hidden within this simple representation are the subtleties of defining a unit, and determining the appropriate estimation and often design parameterization of that units mass quantity. As an example, units can be specific subsystems, elements, parts etc. such as avionics, propulsion, piping as fine grained as is permitted by program schedule requirements and the mass properties database of information. This type of unit is typically noted in the systems FBS. Units may also be geometrically based such as areal unit masses (mass per unit surface area). Areal mass is typically used to represent skin type structural weights or weights of systems spread across large surface areas. The term areal is utilized in the composites industry to express the mass of a lamina per its unit area. The shipping industry uses the term Deck Area Fraction to represent similar quantities. Certain system masses may be better represented based upon a linear measure, mass per unit length or volumetric measure, mass per unit volume. Another unit method is obtained by defining the mass per unit cross-sectional area at a cross-section station in a vehicle, and then estimating the systems mass by integrating this mass per unit crosssectional area along the full length of the system. This technique is useful for conceptual work with fuselage and hull type structures in the marine and aeronautics industries. All of the unit weight techniques benefit from having a good historical database covering the unit values and pertinent design characteristics of the system they are derived from. 6.2. Process Flow Mass estimations may be obtained in a Top-Down or Bottoms-Up fashion. This refers to basing estimates primarily from the top of the FBS and working down as much as necessary, or from determining system mass by integrating up from the bottom of the FBS as is finally available in a finished product. In a Top-Down mass estimation approach the starting unit weight may be that of the entire system in question and there need only be one. That estimated mass is then allocated down through various elements in the systems Functional Breakdown Structure for tracking at the subsystem levels. This technique is particularly useful when a smaller amount of modification is being made to create a new system based upon an existing operational one. An historical data approach including mass allocation knowledge at the various FBS levels is necessary to accurately employ the top down methodology. Bottoms-Up system mass estimation technique starts with more information about each subsystem at much lower levels in the FBS, the various unit weights times their employed number of units is factored and summed up through the breakdown structure to arrive increasingly at component, part, sub-assembly, assembly, and finally total system mass properties. These two methods can be mixed as knowledge about certain systems permits. For example a completely new system may employ a major subsystem which is already at the operational (actual mass) state of maturity. It would certainly make no sense to use any type of parametric mass estimations for the known subsystem. The Top-Down and Bottoms-Up process flows are actually functions which occur in the natural systems engineering process. In Systems Engineering program goals are defined in terms of requirements, requirements are broken down into functional needs which are allocated to various system elements. The product is thus “broken down” from the top to its smallest pieces. Re-Integration from this now “bottoms –up” starting point occurs and in the end a fully integrated finished product is created. Mass-Properties are defined and documented all along the path of this breakdown and re-integration process [Ref: NASA SP6105 Vee Chart]. 6.3. Estimation Methods 6.3.1. Baseline If the system being estimated differs in discrete areas from the definition of an existing system the new systems mass estimations can be initiated from a Baseline comprised of existing system data. Areas of difference can then be addressed by techniques which will be described next. Note, here again the importance of having good historical information broken out in a manner which supports the process of integrating derived masses into a new system mass definition. Product databases, spreadsheets, CAD information and general information now characterized in Product Data Management systems will assist the mass properties engineer in arriving at credible weights for derived systems. ref: (adjustment of a/c hdbk ch 11)(baseline rp14) (Mark Beyers Morphing Techniques?) 6.3.2. Mass Fractions Historical data can also be processed to provide system Mass Fractions. A Mass Fraction expresses the sub-systems mass in question as a percentage of another sub-system or of the overall system mass. Mass fractions can be used in most lifecycle phases of product development. Conceptually mass fractions may characterize items such as payload, structure, life-support and other items as percentages of system gross, system dry, or other subsystem masses. As the design progresses mass fractions may be brought online for initial estimates of lower level FBS elements. Insulation as a fraction of surface skin weight, or hydraulic component non-optimum items as a function of the hydraulic systems total mass are possible applications at this design stage. Sample Wf tables for various projects?? 6.3.3. Ratiocination Expression of a subsystem mass as proportional to the scaled value of a parent mass is ratiocination. The derived mass equals the parent mass multiplied by a scale factor, or factors, equivalent to some new system parameter divided by the value of that same parameter for the parent system. A simple example might be expression of electrical cable mass as equivalent to the parent systems electrical cable mass factored by the ratio of the new systems cable running length to the cable running length of the parent system. As an example of a technique which combines mass estimation techniques consider the case where an areal weight, say aircraft fuselage areal mass is expressed as a ratiocination. The new systems fuselage areal mass may be set by factoring the parent systems fuselage areal mass by fuselage fineness ratio. New system fuselage mass is then simply the now known fuselage areal mass times the new systems fuselage area. As raciocination factors become more complex, typically by use of multiple factors each controlled by a power law exponent we are at a point where regression analysis can be utilized to help define the ratiocinations. 6.3.4. Historical Regression A good historical database is of paramount importance in being able to supply the information required to perform subsystem mass regression curve fits. Regressions may be based upon vehicle design information such as structural loading, power requirements, man-days of life support, provision requirements and innumerable other items as well as the other system masses as we have commented on. This is why good mass properties information includes these design parameters and vehicle arrangement definitions as well as just FBS mass properties statements. (note: words about keeping track of what you are regressing on, and is it consistent with the design variable you are modifying. Keeping track also of the configuration aspects also to avoid utilization of inappropriate data points in the regression, ex: lox fwd configuration used to predict mass of lox aft launch vehicle concept) 6.3.5. Synthesis Equations When a set of equations for mass properties estimation can be defined such that all desired system mass properties are parameterized, the equations can be incorporated into a parametric vehicle design process. Synthesis programs are computer programs which include system mass properties equations in the iterative process of sizing a vehicle to meet mission performance requirements in an overall optimal manner. Typically as vehicle size grows, vehicle capability increases. However as vehicle size grows, fuel consumption grows, structural load intensities grow and other subsystems are increasingly taxed as well. This increase in overall vehicle mass as a function of a unit mass increase is termed the vehicles growth factor. Growth factor may be considered constant for small deviations about a vehicle baseline mass, but in more general terms the growth factor itself, a measure of system mass sensitivity, is a function of vehicle size. Figure x shows how different systems unit of vehicle payload capability requires a certain mass increase in vehicle………… Figure(s) Companies utilize vehicle synthesis programs synthesis programs – bottoms up, physics based Implications of formal Modeling &Simulation, and Simulation Based Acquisition based program management Quasi-analytical vs Analytical (wt eng A/C ref) 7. Summarization 8. ANNEX A – Mass Estimating Tools Library (purchase/obtain from SAWE) 0.2 John Nakai’s java classes 1.2 xl spreadsheets, Bob Zimmerman’s, ….. 2.2 … (COTS) 3.2 ShipWeight 4.2 DBMASS 5.2 Solicit other SAWE/Industry vendors……