Challenges in Concept Development, Selection and Design Detailing ir. André Liem Associate Professor Department of Product Design Rom: 344 Tel: +47 73 59 01 22 Fax: +47 73 59 01 10 Mobile: +47 907 74 215 E-mail: andre.liem@ntnu.no Copyright © André Liem February 2008 Agenda • • • • Concept Development Versus Idea Generation? Iterative Divergent and Convergent Thinking Idea Development & Conceptualisation within the Context of the Design Process Concept Generation and Detailing – – – – – • Concept Testing and Selection – – – – • Form Development & Detailing Ergonomic & Mechanical Studies Dimension Drawings, Exploded / Section Views Cost estimation Presentation drawings / Renderings Selection of Requirements for Testing Determining Weight Factors for Requirements Arguing Performance of Concepts on Individual Requirements Interpreting the Overall Concepts Scores Further Development and Refinement of Selected Concept Copyright © André Liem Concept Development Versus Idea Generation The difference between an idea and concept is that, varying from a partial to a more complete solution to the design problem, ideas are a much looser attempt to solve a problem, whereas a Concept is an embodiment of a complete and feasible solution towards the design problem. Idea Possible / Impossible Copyright © André Liem Concept Feasible Global Detailed Specific All Encompassing / Holistic What is a concept? Copyright © André Liem What is a Concept? Copyright © André Liem The Systematic Process of Iterative Divergent and Convergent Thinking in Idea and Concept Development Informal Formal Track of Designer’s Attention Idea generation Copyright © André Liem Development of Design Directions Idea Generation and Investigation Concept Development & Detailing 3 Design Concepts 31/03 Design Problem Divergent Thinking Many Alternatives and Many New Ideas Convergent Thinking Selected Solution = New Problem Divergent Thinking Many Alternatives and Many New Ideas Convergent Thinking Improved Solution = New Problem CONCEPTS Copyright © André Liem Idea Development & Conceptualisation within the Context of the Design Process DESIGN BRIEF & ORIENTATION Orientation Stage RESEARCH & ANALYSIS PROBLEM DEFINITION PROGRAMME OF REQUIREMENTS Information Stage PRINCIPLE SOLUTIONS IDEA GENERATION CONCEPTUALISATION CONCEPT TESTING & SELECTION Conceptualisation Stage CONCEPT DETAILING & REFINEMENT 3-D VISUALISATION / PROTOTYPE DEVELOPMENT DEVELOPMENT OF ENGINEERING DRAWINGS Copyright © André Liem Materialisation Stage Managing Concept Generation & Detailing • • • Reflect concepts against Problem Definition and Program of Requirements Make sure that concepts have solved the problems surfaced in the Problem Definition by meeting the requirements . Adjust requirements where necessary (if they are not realistic). REQUIREMENT Copyright © André Liem CONCEPT Concept Generation & Detailing Technology ( Materials, Manufacturing, Strength) Usability: Ease of Use, Safety Copyright © André Liem Marketability: Price , Appeal Form (Shape Colour and Texture) Form Development & Detailing • Geometry, Proportions and Positioning • Form and Function • Form and Emotion • Form Family and Hierarchy Copyright © André Liem Proportion Studies a b c a:b:c=? b a a a b b e d c Copyright © André Liem c c In relation to the dimensions of the product the overall form has changed P95 Female P5 Female Copyright © André Liem ding n e t Is ex er the ev the l t way? c corre Color and Texture Studies (One or two A-3 per Concept) Copyright © André Liem Ergonomic Studies Based on a User’s Process In relation to the dimensions of the product Copyright © André Liem Ergonomic Studies The Product need to be verified from various angles and where applicable with multiple users Copyright © André Liem Ergonomic Studies A slightly more presentable form of ergonomic exploration and verification Copyright © André Liem Mechanical Studies Case Study: Push Cart F F F F F Copyright © André Liem F What are E and I? F б=F/A ε=∆l/l б=E x ε F l Ф F f Ф Ф=(F x l²) / (2 x E x I) F Copyright © André Liem l f=(F x l³) / (3 x E x I) Imagine a fully loaded Trolley q Ф=(q x l³) / (6 x E x I) 4 f=(q x l ) / (8 x E x I) l q f l Ф q Copyright © André Liem Torsion? A 2.F.l=TxΦ t τ = T / (2 tmin . Ac ) Φ r Copyright © André Liem l G . Φ . r = T / (2 tmin . Ac ) F G = E / 2 . (1 +v) Dimension Drawings Example : Backpack Concepts should be precisely drawn on scale 350 Copyright © André Liem 750 300 Technical Development of Concepts Copyright © André Liem Technical Development of Concepts Copyright © André Liem Technical Development of Concepts Copyright © André Liem Exploded or Section Views Exploded and section views are visualisations, which provide an understanding how elements are constructed and assembled Copyright © André Liem Cost Estimation Based on parts illustrated in the exploded view Rule of thumb: Material Costs Labour Costs Tooling and Machine Costs Distribution Profit Determining Material costs is a straight forward process: • Measure length of tube profile used • Add 5 – 10% wastage • Multiply with the price per foot or meter length • Determine discount based on purchased quantity • Do the same for seat, wheels, handle, etc. Copyright © André Liem Presentation / Rendering Copyright © André Liem Presentation / Rendering Copyright © André Liem In Summary; How should a concept be presented? Ergonomic Studies Form, Color and Texture Studies Cost Estimation Presentation Drawing / Rendering Exploded / Section Views (Showing the Technical Development of Concepts) Dimension Drawings Copyright © André Liem Mechanical Feasibility Studies Concept Testing and Selection DESIGN BRIEF & ORIENTATION Orientation Stage RESEARCH & ANALYSIS PROBLEM DEFINITION PROGRAMME OF REQUIREMENTS Information Stage PRINCIPLE SOLUTIONS IDEA GENERATION CONCEPTUALISATION Conceptualisation Stage CONCEPT TESTING & SELECTION CONCEPT DETAILING & REFINEMENT 3-D VISUALISATION / PROTOTYPE DEVELOPMENT DEVELOPMENT OF ENGINEERING DRAWINGS Copyright © André Liem Materialisation Stage Formulating Requirements A Program of Requirements should be detailed in such a way, that measurements, weights, prices and materials are known before testing. Difficult problem: contradictive requirements. • • • • Which requirements are essential and can not be compromised. Which requirements can be compromised. Which of the requirements to choose. The most important thing is that contradictions between requirements must be solved. Copyright © André Liem Copyright © André Liem Why must a Program of Requirements be so detailed? Where possible it is essential to incorporate minimum and / or maximum values into requirements. In the Concept Testing and Selection stage, these values will be used as a relative benchmark to evaluate the scores allocated to each individual concept. EXAMPLE: Requirement: The furniture should weigh less than 2.5kg when transported. Rating: 1, (does not meet requirements at all ) – 5, (meets requirement very well) Performance of each of the three concepts, pertaining weight: Concept A weighs 2.3kg Concept B weighs 3.5kg Concept C weighs 1.5kg Copyright © André Liem If there was no maximum value of 2.5kg, the concepts may be rated as follows, according to their relative weights: Concepts: Rating: • Concept A weighs 2.3kg 3 • Concept B weighs 3.0kg 2 • Concept C weighs 1.5kg 5 Adding a maximum value of 2.5, which is usually determined by research or detailed information gathering, conveys a certain seriousness to the designer. Concepts: Rating: • Concept A weighs 2.3kg 4 • Concept B weighs 3.0kg 1 • Concept C weighs 1.5kg 5 Copyright © André Liem Making Requirements Ready for Testing • Re-evaluating the Program of Requirements • Adjusting • Addition • Elimination • Determining Discriminating Requirements • Determining a Weight Factor for each Requirement Copyright © André Liem Re-evaluating Program of Requirements Example Shopping Trolley: The height of the trolley should not exceed more than 1500mm 1400mm The interface for maneuvering the trolley should not have sharp edges and easy to grip by the P5-Female Exclusive standard parts, such as wheels and fastenings, the trolley should not comprise of more than 4 parts Each trolley should be assembled within less than 3 minutes using basic hand tools S$20.00 The selling price of the trolley should not exceed S$25.00 The trolley should be flat-packed not exceeding (650x1500x80 mm) for transportation and storage purposes The trolley should have cooling facilities to keep the shopping below 20 degrees for a period of 1 hour The trolley should allow for compartmentalisation to separate dry and wet food The weight of the trolley, excluding content must not exceed 2KG The width of the trolley should not exceed 600mm Copyright © André Liem Determining Discriminating Requirements Example Shopping Trolley: The height of the trolley should not exceed more than 1500mm The interface for maneuvering the trolley should not have sharp edges and easy to grip by the P5-Female Exclusive standard parts, such as wheels and fastenings, the trolley should not comprise of more than 4 parts Each trolley should be assembled within less than 3 minutes using basic hand tools The selling price of the trolley should not exceed S$25.00 The trolley should be flat-packed not exceeding (650x1500x80 mm) for transportation and storage purposes The weight of the trolley, excluding content must not exceed 2KG The width of the trolley should not exceed 600mm Copyright © André Liem Determining Weight Factors for Requirements Example Shopping Trolley: A) The height of the trolley should not exceed more than 1500mm B) Exclusive standard parts, such as wheels and fastenings, the trolley should not comprise of more than 4 parts C) Each trolley should be assembled within less than 3 minutes using basic hand tools D) The selling price of the trolley should not exceed S$25.00 E) The trolley should be flat-packed not exceeding (650x1500x80 mm) for transportation and storage purposes F) The width of the trolley should not exceed 600mm Requirements A B C D E F Row Totals A - 1 0 0 1 0 2 B 0 - 1 0 1 0 2 C 1 0 - 0 0 0 1 D 1 1 1 - 1 0 4 E 0 0 1 0 - 0 1 F 1 1 1 1 1 - 5 Copyright © André Liem Concept Testing and Selection • Determining the Performance of Each Concept through Scores • Substantiating the Scores through Arguments • Compiling Scores for each Concept • Substantiating and Defending Concept Selection Copyright © André Liem Determining Performance of Concepts Example Shopping Trolley: Program of Requirements A) The height of the trolley should not exceed more than 1500mm B) Exclusive standard parts, such as wheels and fastenings, the trolley should not comprise of more than 4 parts C) Each trolley should be assembled within less than 3 minutes using basic hand tools 1 = Insufficient 2 = Fair 3 = Good 4 = Very Good 5 = Excellent Concept A Concept B Concept C Weight Factor 2 4 1 2 4 Concept A is3made out2 of 3 main2 parts, while Concept B and C comprise respectively of 4 and 5 parts 5 4 1 1 D) The selling price of the trolley should not exceed S$25.00 4 5 2 4 E) The trolley should be flat-packed not exceeding (650x1500x80 mm) for transportation and storage purposes 4 3 2 1 F) The width of the trolley should not exceed 600mm 4 4 3 5 Total Scores per Concept Copyright © André Liem 57 61 32 Substantiating and Defending Concept Selection Example Shopping Trolley: Program of Requirements Concept A Concept B Concep tC Weight Factor A) The height of the trolley should not exceed more than 1500mm 2 4 1 2 B) Exclusive standard parts, such as wheels and fastenings, the trolley should not comprise of more than 4 parts 4 3 2 2 C) Each trolley should be assembled within less than 3 minutes using basic hand tools 5 4 1 1 D) The selling price of the trolley should not exceed S$25.00 4 5 2 4 E) The trolley should be flat-packed not exceeding (650x1500x80 mm) for transportation and storage purposes 4 3 2 1 F) The width of the trolley should not exceed 600mm 4 4 3 5 57 61 32 Total Scores per Concept For example, when two concepts are very close in terms of scores, the designer should be careful not to automatically chose the one with the highest scores Copyright © André Liem You may re-focus on the most important requirements You may combine the two concepts Further Development and Refinement of Selected Concept Chosen Concept (Derived from Concept Selection) Final Concept Detailing and Refinement of Selected Concept Materialisation and Prototyping Cost-Technical Integration and Documentation Copyright © André Liem DESIGN BRIEF & ORIENTATION Orientation Stage RESEARCH & ANALYSIS PROBLEM DEFINITION PROGRAMME OF REQUIREMENTS Information Stage PRINCIPLE SOLUTIONS IDEA GENERATION CONCEPTUALISATION CONCEPT TESTING & SELECTION Conceptualisation Stage CONCEPT DETAILING & REFINEMENT 3-D VISUALISATION / PROTOTYPE DEVELOPMENT DEVELOPMENT OF ENGINEERING DRAWINGS Copyright © André Liem Materialisation Stage Focus for Detailing Technology ( Materials and Manufacturing) Usability: Ease of Use, Safety Copyright © André Liem Marketability and Costing Form (Shape Colour and Texture) Form Detailing What is the main problem with form development? Not being critical towards details, such as surface transformations, lines, geometry and colour! Copyright © André Liem Form Detailing a b c Form and Proportion Studies a:b:c=? b a a a b b e d c Copyright © André Liem c c Form Detailing Copyright © André Liem Form Detailing Example: Barbecue Copyright © André Liem Tr ol le y Color and Texture Refinements Copyright © André Liem Trolley Each colour comes in different shades and tones Color and Texture Refinements Example: Electrical Toothbrush What about transparency and translucency? Copyright © André Liem A dilemma between form and manufacturability Copyright © André Liem A dilemma between form and manufacturability Copyright © André Liem Expanding the choice through customisation Copyright © André Liem CASE STUDY Line work: Infinity Prelude MTS Loudspeaker Copyright © André Liem CASE STUDY Form Detailing: Labtech Desk Microphones Verse 504 / 514 Copyright © André Liem CASE STUDY Form Detailing: Labtech Desk Microphones Verse 504 / 514 Copyright © André Liem CASE STUDY Form Detailing: Labtech Desk Microphones Verse 504 / 514 Copyright © André Liem CASE STUDY Form Detailing: Labtech Desk Microphones Verse 504 / 514 Copyright © André Liem Further Development and Refinement of Selected Concept Technology ( Materials and Manufacturing) Usability: Ease of Use, Safety Copyright © André Liem Marketability and Costing Form (Shape Colour and Texture) Technology ( Materials and Manufacturing) Material Selection: Trolley Frame (Part 01) / Trolley Basket (Part 02) Material Characteristics Aluminium Mild Steel Stainless Steel PVC Thermoplast PC PolyCarbonate Price 01 Manufacturability 02 Environmental Friendliness 1 Strength • Jim Lesko: Materials and Manufacturing Guide; Industrial Design Stiffness Assembly and Connectivity TOTAL PERFORMANCE Copyright © André Liem 2 1 = Insufficient 2 = Fair 3 = Good 4 = Very Good 5 = Excellent Detailed Exploded View (for Selected Concept) Example: Exploded views are visualisations, which give an understanding how individual elements are constructed and assembled Copyright © André Liem Presentation Drawings Using Markers A sectional cut to show the internal relationships between components Copyright © André Liem Presentation / Rendering (CAID/ CAD) Copyright © André Liem