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Analytical Design Planning

Analytical Design Planning
Analytical Design Planning

I n recent times there has been a growing understanding of the impor-tance of effective design management to facilitate a coordinated design within budget,and to ensure the smooth running of the project.Tra-ditionally,building design has been planned by the same methods used to programme construction.These techniques do not allow the effect of vari-ations and delays to be fully understood within an iterative process such as design.They monitor progress based upon the completion of drawing work and other ‘design deliverables’as opposed to the availability of key pieces of information.The ADePT methodology shown in Figure 1was devised to overcome these limitations 1,and associated computer tools have been developed to facilitate more effective planning and management of building design 2.The ?rst stage of the methodology is a model of the building design process,representing design activities and their information requirements.The data in this model are linked via a dependency table to a dependency structure matrix (DSM)analysis tool 3which is used in the second stage to identify iteration within the design process and schedule the activities with the objective of optimising the task order.The third

1Austin,S,Baldwin,A and

Newton,A ‘A data ?ow model to

plan and manage the building

design process’Journal of

Engineering Design Vol 7No 1

(1996)pp 3–252Austin,S,Baldwin,A,Li,B

and Waskett,P Development of

the ADePT methodology:an

interim report on the link IDAC

100Project Loughborough Uni-

versity,Loughborough (1998)3Steward,D Analysis and

management:structure,strategy

and design Petrocelli Books,

Princeton,NJ,USA (1981)0142-694X/99$-see front matter Design Studies 20(1999)279–296

279

PII:S0142-694X(98)00038-6

?1999Elsevier Science Ltd All rights reserved Printed in Great Britain Analytical Design Planning Technique:a model of the detailed building design process

Simon Austin,Andrew Baldwin,Baizhan Li and Paul Waskett,

Department of Civil and Building Engineering,Loughborough

University,Loughborough LE113TU,UK

Current planning practice takes little account of the interdisciplinary,

iterative nature of the building design process.This leads to a

compromised design process containing inevitable cycles of rework

together with associated time and cost penalties in both design and

construction.The Analytical Design Planning Technique (ADePT)is a

planning methodology which helps to overcome these dif?culties.This

paper describes the development of a modelling notation and model of

the detailed building design process,which forms the ?rst stage of

ADePT.?1999Elsevier Science Ltd.All rights reserved

Keywords:design management,design techniques,modelling,planning,

information processing

4Austin,S,Baldwin,A,Li,B

and Waskett,P ‘Application of

the Analytical Design Planning

Technique to construction pro-

ject management’Project Man-

agement Journal (submitted)5Austin,S,Baldwin,A,Li,B

and Waskett,P ‘Analytical

Design Planning Technique

(ADePT):a dependency struc-

ture matrix tool to schedule the

building design process’Con-

struction Management and Eco-

nomics (in press)6Austin,S,Baldwin,A,Li,B

and Waskett,P ‘Analytical

Design Planning Technique

(ADePT):programming the

building design process’Struc-

tures and Building (in press)stage of the methodology produces design programmes based on the

optimised process sequence.The technique requires some iteration between

the matrix and programming stages.

This paper describes a review of existing design models and modelling techniques,the establishment of a modelling notation to suit the building design process,the development and validation of a non-speci?c design process model (DPM)and the testing of this model,via the formulation of project-speci?c models.A full exposition of the complete ADePT meth-odology and detailed descriptions of the dependency structure matrix and programming stages are given elsewhere 4–6.1Models of design processes Since the 1970s many models of the design process,both descriptive and prescriptive,and general and speci?c to a particular application,have been devised.This represents a clear recognition that attempts should be made to understand the process.

280Design Studies Vol 20No 3May 1999

Figure 1Analytical Design Planning Technique (ADePT)

7Pugh,S‘Design activity mod-els:worldwide emergence and convergence’Design Studies Vol7No3(1986)pp167–173 8VDI-Richtlinie2221

(Entwurf)Methodik zum

entwickeln und konstruieren technischer systeme und pro-dukte VDI-Verlag,Du¨sseldorf (1985)

9Pahl,G and Beitz,W Engin-eering design:a systematic approach The Design Council, London(1988)

10RIBA Plan of Work for Design Team Operation Royal Institute of British Architects, RIBA Publications,London (1973)

11Pugh,S and Morley,I E Total design:towards a theory of total design Design Division,Uni-versity of Strathclyde,Glasgow (1988)

12Pugh,S Total design Wiley, London(1990)

13Sheath,D M,Woolley,H, Cooper,R,Hinks,J and Aouad,G A Process for change—the development of a generic design and construction protocol for the UK construction industry In International Con-struction Information Technology (INCIT96)Conference Sydney, Australia(1996)

14Sanvido,V E and Norton,

KJ‘Integrated design-process model’Journal of Management in Engineering Vol September/October(1994) pp55–62

15Karhu,V,Keitila¨,M and Lahdenpera¨,P Construction process model:generic present-state systematisation by IDEF0 Research Notes1845VTT,Fin-land(1997)

16Baldwin,A,Austin,S,

Thorpe,A and Hassan,T Simu-lating quality within the design process.In American Society of Civil Engineers(ASCE)Second Congress on Computing in Civil Engineering Atlanta,Georgia (1995)pp1475–14821.1Existing models of design

A literature review has identi?ed many attempts to model design in general, engineering design and parts of the building design process.The models of product and engineering design that were reviewed revealed two recurring themes.Most models represent the process at a‘high level’,acting as an overview of the process,containing very little in the way of detail.The second recurring feature is that,by accident or design,they describe the overall process in terms of the stages within it.Among the best known models is Pugh’s7‘total design’model,generically covering all design processes.The VDI model of engineering design8and the Pahl and Beitz9 design model represent two of the best known models of engineering design.

The most widely used model of building design is the RIBA Plan of Work for Design Team Operation10.This sets out the details of work to be carried out by each profession during each stage of the design process,but differs from most other models in that it does not show‘links’of information between activities to indicate how particular tasks are related.

Pugh further developed his‘total design model’to produce a‘business design activity model’11,12.This showed how the model could be made business or industry-speci?c.By way of an example,he represented build-ing design.This model shares the same features as the‘total design model’in that it is an overview of the process.Sheath et al.13describe the basis for a model of design and construction termed the process protocol.Again this model examines the process at an overview level in terms of its stages but is also divided into eight management functions,including design man-agement.Collaborative research is currently underway to build a second level of detail into the protocol,which will have linkages with the model described here.

Sanvido and Norton14produced a high level model of building design using an established modelling technique termed IDEF0(Integrated Computer-aided Manufacturing De?nition),and therefore differing from most other models because the system of representation followed set rules.Karhu et al.15also adopted the IDEF0technique to model the building design and construction process at a high level.The approach of using a recognised notation to construct a model had not been considered by the producers of most other models.However,Austin et al.1and Baldwin et al.16have com-bined the level of detail in the RIBA Plan of Work with information‘links’to achieve in-depth models of the different stages of the building design process using data?ow diagrams.Data?ow diagrams enable a model to be devised at the overview level,and then decomposed to reveal?ner

Analytical Design Planning Technique:a model of the detailed building design process281

17Marca,D A and McGowen, C L SADT:Structured Analysis and Design Technique McGraw-Hill,New York(1988)

18Bravoco,R R and Yadav, S B A‘Methodology to model the dynamic structure of an organis-ation’Information Systems Vol 10No3(1985)pp299–317

19Court,A W,Culley,S J and McMahon,C A‘Information access diagrams:a technique for analysing the usage of design information’Journal of Engineer-ing Design Vol7No1(1996) pp55–75detail.Baldwin et al.16produced a model of the concept and scheme design stages of a project,while Austin et al.1developed a model of the civil and structural engineering elements of the detailed design stage.These works, and those of Sanvido and Norton14and Karhu et al.15,each developed a model of building design using a recognised modelling technique because they required their models to be of use as part of broader,more com-plex systems.

1.2Modelling techniques

Many modelling methodologies have been examined to identify one that is most suited to representing information?ow in detailed building design. Possible methodologies include:data?ow diagrams;IDEF techniques (including IDEF0);entity relationship diagrams;hierarchical plus input–process–output diagrams;Jackson diagrams;object-orientated modelling systems;and Petri nets.Each of these techniques has advantages in model-ling certain types of activity or data.Data?ow diagrams and IDEF0were identi?ed as the most suitable techniques to produce a model of building design for use in the wider context of the ADePT methodology.The two techniques offer similar features,but data?ow diagrams were originally favoured because of the work of Austin et al.1.However,following a detailed evaluation of the two methodologies and a review of recent trends in process modelling,it was decided that IDEF0would be the most appro-priate notation.

1.2.1IDEF0modelling

The IDEF methodologies were devised in the1970s for use in the US aerospace industry.By the mid-1970s they were in use in Europe and are now notable among modelling techniques for their wide range of usage, particularly IDEF017.IDEF techniques were developed in order to better communicate and analyse manufacturing in an attempt to improve pro-ductivity.This would be achieved through modelling information,dynam-ics and functions and processes18.Court et al.19undertook a comparison of various modelling techniques,including the IDEF techniques.Functional modelling is achieved with IDEF0.A process can be represented from the viewpoint of the information within it,rather than of its subprocesses, which has been identi?ed as a requirement of a building design model. The technique is easy to use and understand,which is very important if the model is to be modi?ed very quickly at the start of a building project and maintained throughout it.Each activity in the process transforms an information input into an output,and the internal mechanics of that trans-formation are not modelled.Figure2shows the notation of the IDEF0 technique.Each activity or process can be partitioned to show?ner detail on another diagram,ensuring a single diagram does not become too cum-bersome.

282Design Studies Vol20No3May1999

In most respects,the features of IDEF0models are the same as data ?ow

diagrams.The common features of IDEF0modelling and data ?ow dia-

grams are:they are capable of top–down analysis;the top–down nature of

the methods allows the top parts to be read to obtain an overview of the

system and if more detail is required the lower levels can be studied;they

are easily readable because of their graphical nature;the models are a

manageable size (no diagram is larger than an A4sheet);they represent a

system from a viewpoint of data rather than a viewpoint of an organisation

so a model can represent more than one organisation’s operations;the con-

sistency of the diagrams can be easily checked;they can model iterative

procedures;they can model the aspect of choice;they do not describe how

a task should be done,just what is needed to perform that task and what

it is transformed into;and they do not show a sequence of activities.The

distinguishing features of IDEF0are that it emphasises the ?ow and control

of data and process mechanisms or resources can be represented,while

data ?ow diagrams allow the physical source of data to be shown.IDEF0

diagrams have a number of characteristics that mean they require careful

use and a clear understanding to be maintained:they appear,at a super?cial

level,deceptively simple in their presentation and use;they can give a

‘false sense’of sequence;and it is dif?cult,at a glance,to decide where

some of the data has originated from.These disadvantages were out-

weighed by the bene?ts of adopting the IDEF0methodology,particularly

if it is modi?ed to suit the characteristics of the building design process.

1.2.2

IDEF0v:a modi?ed version of the IDEF0

technique

The review of the IDEF0methodology found that although the technique

is suitable to model the detailed building design process,some modi?-

cations could be made to the notation to enhance its advantages,parti-

cularly with the control and resource.The purpose of the ADePT model

is to represent information requirements (i.e.constraints)and not to indi-

cate how each design task should be undertaken.In this context there is Analytical Design Planning Technique:a model of the detailed building design process 283Figure 2IDEF0

notation

little bene?t to be gained from representing separate process controls in

the model.Also,activity mechanisms (architect,civil engineer,etc.)would

show little other than the discipline to which the activity belongs,and this

attribute is implicit from the hierarchical structure of the model.It was

decided that better use could be made of the top and bottom arrow features

of an IDEF0diagram by distinguishing the information inputs that are from

activities in the same discipline,from those in other disciplines and from

external sources such as the client,a regulating authority or an earlier stage

of the design process.Discussions with designers and design managers

suggest that this is of bene?t,since the different types of information ?ow

require different management priorities.

Figure 3shows the notation implemented in the detailed building design

process model,termed IDEF0v,which varies from the standard IDEF0

notation in the following ways:

(1)intra-disciplinary inputs enter from the left;

(2)cross-disciplinary inputs enter from the top;and

(3)inputs from external sources enter from the bottom.

Tools that enable IDEF0models to be constructed automatically dis-

tinguish between the different types of information input in a diagram.

These tools will allow a model using IDEF0v to be compiled and will

be able to distinguish between the different information inputs in their

reporting facilities.

2Creating the design process model

The DPM of detailed building design was developed in two stages.

Initially,the activities within the overall process were identi?ed and their

hierarchical structure determined.Then the information requirements of

284Design Studies Vol 20No 3May 1999Figure 3Modi?ed

IDEF0

notation

(IDEF0v)

each bottom level task were identi?ed,allowing the DPM to be con-

structed.This combination of top–down and bottom–up analytical activities

and the general features of the model are described below.

2.1

Identifying the detailed building design hierarchy and tasks 2.1.1Determining the design process hierarchy

The overall process of detailed building design is de?ned in terms of a

number of subprocesses and problems.Through a series of interviews with

designers,design managers and design planners,this research has estab-

lished a hierarchy of the subprocesses.

At the highest level is the process of detailed building design which is

then partitioned into the subprocesses shown in Figure 4.

The subprocesses are the design of all systems within the scope of responsi-

bility of each of the ?ve main design disciplines.Within each of the disci-

plines,designers were interviewed to determine the systems of the building

that normally fall within the responsibility of that discipline,and also those

that do so occasionally.The building’s systems were then organised so

they were within the part of the DPM that was deemed most appropriate.

Discussions with designers then established how the design of each system

of the building should be divided into subsystems and components and

how these should be further divided into the bottom level individual design

tasks.The hierarchy of the process shows that detailed building design is

partitioned into disciplines,systems,subsystems or components and indi-

vidual design tasks.The latter can be associated with the design of a

component,a group of components or part of a component and is not

partitioned further.Normally it is these individual design tasks that are

represented in the dependency structure matrix and programming stages of

the ADePT methodology,although analysis at a more abstract level is

sometimes a helpful precursor.

Analytical Design Planning Technique:a model of the detailed building design process 285Figure 4Detailed building

design process divided by

discipline

2.1.2Determining the information requirements of the

tasks

Having established the hierarchy of the activities in the detailed building

design process,the information dependencies of each individual design

task needed to be determined so that the DPM could be constructed.This

information was collated in tabular form,via input from practising design-

ers.The nature and source of each item of information was listed,regard-

less of whether it would normally have been available during the design

of a building.This means that all the information required to allow the

design to proceed was considered.The task number of both the task under

consideration and the source activities within the same design discipline

were determined by the process hierarchy.

2.1.3Producing design process model diagrams

The DPM was compiled with a Computer-aided Software Engineering

(CASE)tool,by placing on to each diagram the activities identi?ed in the

process hierarchy and the information?ows that each activity required.

The source activity of each intra-and cross-disciplinary information input

was then identi?ed.This was necessary because at the stage when infor-

mation requirements were determined,the precise source of each item of

information could not be known,only its discipline.The information?ows

were then attached to the appropriate tasks as either inputs or outputs using

the IDEF0v notation described in Figure3.The DPM consists of some

150diagrams,600design tasks and4600information requirements.

Figure5shows examples of diagrams from the detailed building design

model.The DPM hierarchy can be traced from activity A3,‘structural

design’,through activity A34,‘secondary structure design’,and A342,‘lift

shaft structure design’to design tasks at the bottom of the hierarchy

(activities A3421,A3422,A3423).Activity A31,‘check/revise structural

design information’is also an individual design task.It is not partitioned

or represented in the matrix analysis stage of the methodology because it

deals with grouped information rather than information produced and

required by other design tasks.It can be seen that detailed information

?ows are represented at the bottom level of the hierarchy;however,at

upper levels,the information?ows are grouped under headings that ensure

the diagrams do not become too confusing.

2.2Verifying the design process model

Following its compilation,the consistency and integrity of each section of

the building DPM was checked by the research team through the use of

functions within the proprietary CASE tool.The diagrams were then exam-

ined by designers from a different organisation to the one which helped 286Design Studies Vol20No3May1999

Analytical Design Planning Technique:a model of the detailed building design process 287

Figure 5Examples of design process diagrams:A3→A34→A342

in compiling them.This was,in effect,the ?rst test of the hypothesis relat-

ing to the construction of a largely non-speci?c (i.e.generic)design process

for buildings,and the result was very encouraging,considering the small

and relatively trivial changes required to suit the second https://www.wendangku.net/doc/bf1534158.html,-

ments were incorporated into the diagrams,where appropriate,before a

second version of the diagrams was sent to both the design organisations

for ?nal comments and con?rmation.The resulting non-speci?c design pro-

cess model was then used as the basis for the creation of project-speci?c

models on the case study projects (section 5).Clearly,further veri?cation

of the model will occur as it is exposed to more design organisations

and projects.

2.3Design information classi?cation

2.3.1Compiling design information classi?cations

The dependency structure matrix analysis stage of the ADePT methodology

not only represents the activities in the DPM and the dependencies between

them,but indicates the level of dependency and schedules the process on

this basis.The information requirements were tabulated in the same form

as was used to compile the https://www.wendangku.net/doc/bf1534158.html,rmation classi?cations were allocated

to each information ?ow by practising designers from the collaborating

organisations.Classi?cations were made on a three-point scale,A being

the most critical information and C being the least.Where a generic classi-

?cation could not be determined,designers indicated that there would be

more than one possible classi?cation depending on the features of the pro-

ject.This meant that six alternative generic classi?cations were made:A,

B,C,A/B,B/C and A–https://www.wendangku.net/doc/bf1534158.html,rmation classi?cations were made on the

basis of three factors;strength of dependency of the task on the infor-

mation;sensitivity of the task to slight changes in the information;and the

ease with which the information can be estimated,as shown in Figure 6.

2.3.2Verifying design information classi?cations

The table of information classi?cations was veri?ed by designers from an

alternative organisation to the one which supplied information compiled

288Design Studies Vol 20No 3May 1999Figure 6Contrasting in?u-

ences on information classi-

?cations

1

the https://www.wendangku.net/doc/bf1534158.html,ments and suggestions were evaluated and discussed with

both the designers responsible for compiling and verifying the information,

before?nalising the generic information classi?cations table.

3Features of the design process model

3.1Discipline-speci?c features

The hierarchical structure of the building DPM has different characteristics

for each discipline because of variations in the way the disciplines under-

take their work.This applies particularly to architecture and engineering.

The following section describes the main structure of the DPM within each

discipline,summarising the breakdown into systems of the building and

then into subsystems and components.

The architectural design process(activity A1)contains a series of activities

related to the design of architectural systems.The design tasks within the

architectural section of the model are closely associated with the production

of drawings and speci?cations.This is markedly different from the engin-

eering disciplines’design processes,where tasks are more concerned with

the development of the design,and is a re?ection on the way architects

work.The architectural development of the design is largely completed

prior to the detailed design stage of the building project,and therefore work

undertaken during the stage is primarily in the production of drawings.

The civil and structural engineering processes(activities A2and A3)are

subdivided into the design of systems in a similar manner to architecture.

The division between the civil and structural engineering disciplines occurs

at ground level of a building,as agreed with practising designers during

the DPM creation and veri?cation.The design of the ground?oor slab and

systems beneath it are civil engineering activities,while the design of

above ground systems are represented within the structural engineering

model.A further feature of the civil engineering section of the DPM is

that it contains‘options’for various systems of the building.For example,

two options exist for the design of foundations:‘piled foundation design’

and‘spread foundation design’.

The mechanical engineering section(activity A4)is subdivided into the

design of a range mechanical services systems.The design of each mechan-

ical services system is decomposed further into‘requirements and load

analysis’,‘schematic design’,‘plant layout design’and‘system speci?-

cations’which are in turn broken down into individual design tasks.

Like the mechanical engineering discipline,the electrical engineering

section of the DPM(activity A5)is divided into engineering systems. Analytical Design Planning Technique:a model of the detailed building design process289

However,at the?rst partition the electrical engineering process is rep-

resented in terms of‘groups’of systems such as‘lighting systems design’

and‘communications systems design’before being decomposed further

into systems such as‘general lighting design’and‘emergency lighting

design’and then into individual design tasks.

3.2Cross-disciplinary characteristics of the design

process model

3.2.1Structure

The detailed building design process is decomposed into design activities

to be undertaken by the?ve design disciplines:architecture,civil engineer-

ing,structural engineering,mechanical engineering and electrical engineer-

ing.It is apparent from interviews with design managers that in some cases,

more than these?ve disciplines may be involved in the design.For

example,public health engineering and?re engineering are regularly

undertaken by specialist consultants.These instances need to be noted at

the beginning of a project so that either the DPM can be modi?ed to show

the specialist disciplines,or the activities within the scope of responsibility

of the specialist disciplines can be highlighted at the programming stage.

The building’s systems appear in the hierarchy under the discipline where

they best suit the design and management methods of the design organis-

ations interviewed during the research.In some cases,it would be appropri-

ate for the design of systems to be undertaken by designers in a discipline

other than the one indicated by the DPM.Examples of instances where

design could feasibly be undertaken by more than one discipline are:lifts

(architectural or electrical engineering);foundations(civil engineering or

structural engineering);and external works(architectural or civil

engineering).Again,these issues need to be noted at the beginning of a

project so that either the DPM can be modi?ed accordingly,or the activities

can be allocated to the appropriate discipline at the programming stage.

The scope of the DPM and the information within it attempt to describe

the process at a non-speci?c level.That is to say that the DPM represents

the process of design of a building which contains common systems and

elements,including suitable options where appropriate.As a result of this,

at the stage where the model is used to represent the design process for a

speci?c project,it will require some manipulation to represent the process

accurately.This will mean that some sections of the DPM will have to be

deleted(for example,one of the options for‘foundation design’would

normally be deleted),some sections added and some altered(for instance,

some information?ows may need to be reviewed to account for the

location of components in the building).The extent of the applicability of 290Design Studies Vol20No3May1999

the model to a range of building types can only be ascertained by its

repeated application to new projects,with the expectation that it will evolve

and increase in genericicity.As will be shown later,the current model

accounted for over90%of the design activities in the test projects.

3.2.2System,components and activities

Each activity in the DPM in referenced with a unique number.This num-

ber,which is pre?xed with the letter A(for activity),indicates the location

of the activity within the process hierarchy.For example;design task

‘LPHW(low pressure hot water)pipe work pressure loss calculation’is

activity number A4324which is the fourth task at a level below A432,

‘LPHW schematic design’,in the hierarchy which is in turn below A43,

‘LPHW system design’,and A4,‘mechanical services design’.

Each system within the building is represented once in the DPM.However,

in some projects various parts of the building may be present more than

once,for example,two or more specialist lighting systems may be required.

Where this is the case,the relevant part of the DPM will need to be dupli-

cated together with the corresponding information?ows.

The choice of some systems of the building is dependent on the construc-

tion methods being used,the site,the client and other in?uences.This

means that options for different types of system need to be included in the

DPM.For example,a number of different foundation design,power supply

design,and lighting design activities exist.Any of these activities that are

not required during a project must be removed from the DPM at the begin-

ning of the design.

Activities are described by a noun.For example,‘general lighting layouts’,

‘lift requirements’or‘steam heating load calculation’.The procedure itself

is that of performing,determining or establishing the activity described.

3.2.3Information?ows

At the high levels of the DPM,information?ows are grouped to ensure

that the diagrams do not become unwieldy.For example,at the level of

the?ve main disciplines,all information is grouped into intra-disciplinary

design information,cross-disciplinary design information,and draft(or

unchecked)design information.At levels in the DPM where grouped infor-

mation is separated,the name under which it was grouped at the higher

level will be shown.This allows information?ows to be traced through

the levels of the hierarchy quickly.Grouped information will always be

separated at the lowest level of the hierarchy,or at a higher level when

this can by achieved without making the diagram https://www.wendangku.net/doc/bf1534158.html,rmation Analytical Design Planning Technique:a model of the detailed building design process291

inputs from external sources are not grouped at higher levels of the DPM

but are‘tunnelled’(shown in brackets).This is a technique that ensures

the DPM’s consistency remains intact.

Where an input is required by an activity from an external source,then

the name of the source is given,thereby indicating the origin of the infor-

mation rather than the nature of the information itself.This is so that a

designer can see from the DPM the person to liaise with in order to get

the required information.The nature of the information is normally obvious

from its source and from the activity it is required by.This approach aims

to distinguish between the information from external sources such as stan-

dards,design guides,or a previous stage in the design process which should

be readily available to the designers,and external bodies,where it will be

more dif?cult to ensure that the information?ows are timely.

4Modelling design information location

The aim of the building DPM is to show the design tasks indicate the

information requirements of these tasks and to identify the source of each

item of information.This will then allow the sequencing and programming

of the design to take place based on the?ow of information within the

process.In order to gain the full bene?ts of the model and programmes

based upon it,not only does the nature of the design information need to

be represented but also the location of the information within the project.

Therefore,it is a further aim of the DPM to de?ne the location of the

information illustrated in the model to help coordinate storage,access

and retrieval.

The location of documented information within the design process can be

described by de?ning the documents or deliverables that are produced dur-

ing the detailed design in terms of the information that they show.This will

in turn have de?ned a generic list of project deliverables to be produced as

a result of completing the tasks described by the DPM.

4.1Design deliverables matrix

Research into the number and nature of typical drawings and schedules

produced during the detailed design stage of a project has produced a sum-

mary of the usual deliverables.This is shown in Table1,which lists the

deliverables in terms of the system with which they are concerned and the

type of document that is being produced for the electrical engineering part

of the DPM.Table1also highlights the task within the model that is

responsible for producing the deliverable.Obviously,with an array of

information on each deliverable,there are often a number of tasks that

contribute to their production.The task number given in the table relates 292Design Studies Vol20No3May1999

20Ray-Jones,A and

McCann,W CI/SfB project man-

ual:organising building project

information Royal Institute of

British Architects,the Architec-

tural Press,London (1971)to the individual task that is responsible for the production of the document

(which will contain information produced by other tasks).

4.2Design deliverable de?nitions

The CI/SfB Construction Indexing Manual 20gives brief de?nitions of some of the types of document produced during a building design.In order to facilitate the easy location of design information,de?nitions of the various design documents (calculations,location drawings,schematic drawings,etc.)have been formulated,some of which are based on those in the CI/SfB Construction Indexing Manual but updated and with a more detailed description.The design deliverables matrix (Table 1)and the de?nitions of each type of deliverable mean that,having identi?ed the information requirements of a design task by using the DPM,the designer should be able to locate the document or documents on which that information is shown.

Analytical Design Planning Technique:a model of the detailed building design process 293Table 1Design deliverables matrix for electrical engineering

Calculations

Drawings Schedules Specs Building element/system Locaton Schematics GAs Layouts Assembly Compo-

Detail nent

High voltage supply and

A5211A52113A52121A5212A52122A5211A5213distribution

Low voltage supply and

A5221A52213A52221A52221A52222A5221A5223distribution

Electrical carcassing

A523A523A5233Small power

A524A5244A5245Standby generator

A5251A5252/3A5254A5244A5257Uninterruptable power supply

A5261A5262A5263Emergency lighting

A5311A5313/5A5312A5317General lighting

A5321A5324/8A5323A5326A5.3.2.10External lighting

A5331A5333A5332A5335A5337Specialist lighting

A5341A5343A5342A5345A5347Telecomms

A5412A5413A5417Paging and staff location

A5421A5423A5424A5426Public address

A5433A5432A5434A5436Radio and TV

A5442A5441A5443/4A5447A5448Clocks

A5451A5452/3A5453A5455A5454A5457Data transmission

A5462A5461A5465A5466A5467Access control

A5511A5512/5A5512A5516Intruder detection

A5522A5523/6A5527CCTV

A5532A5531/6A5533/4A5538Fire detection and alarm

A5611A5612A5613/6A5617Earthing and bonding

A5623A5625A5626Lightning protection

A56324A5635A5636Lifts

A5711A5715A5713A5714A5717Escalators

A5721A5723A5726Moving pavements

A5731A5733A5736Hoists

A5741A5745A5746Cranes

A5751A5753A5754Central monitoring A581A582A584A585

5Validation and application

The non-speci?c DPM has been validated by producing four project-spe-

ci?c models and testing the matrix analysis and programming stages of

ADePT on them.A project-speci?c representation of the design process

can be developed in one of three ways:

?the CASE tool can be used to amend the model diagrams before a

project-speci?c table of information dependencies is produced;

?a table of information dependencies and classi?cations based on the

non-speci?c DPM can be amended before a dependency structure

matrix(DSM)is developed;and

?a DSM produced directly from the non-speci?c DPM can be amended.

Testing to date shows that each approach has bene?ts and disadvantages

over each other in terms of the time taken,ease of operation and accuracy

of modelling.Future work will focus on the model’s interface with a Win-

dows-style approach to manipulating the model.

The DPM has been tested on a pharmaceutical laboratory,a railway ter-

minal,an of?ce development and a hospital.These projects ranged in value

from£16M to£160M,and Table2gives details of the size and complexity

of the models.This small number of test cases places limits on the vali-

dation process,but the results(described below)indicate that the attempt

to produce a reasonably generic model,which requires relatively little

effort to convert for a speci?c building,has been successful.

Table2Results of applying the DPM to building projects

Project A B C D Description Pharmaceutical Railway Of?ce Hospital

laboratory terminal development

No.of design tasks Deleted207261242212

Added1228671

Reproduced2380348

Total410357346789 No.of tasks Architecture51

in each discipline Civil eng.9

common to all projects Struct.eng.26

Mech.eng.91

Elec.eng.104

Relevant proportion of generic model tasks91%96%99%91% No.of data?ows28042804265610,015 Hours to generate16201240 294Design Studies Vol20No3May1999

This testing of the DPM has meant that a broad range of design issues has

been included in the model validation to date.In formulating a project-

speci?c model of the design process,the?rst task is in ensuring the model

content and structure is valid.The former requires the deletion of design

activities that are not relevant to the project,and the addition of activities

associated with speci?c features of the building not already covered.There

may also be occasions where a section of the model must be duplicated,

for example,where more than one type of ventilation system is to be

designed,then the appropriate section of the model must be repeated.The

validity of the model was con?rmed further by the largely repeatable nature

of its structure,evident from the suitability of a high proportion of tasks

to a diverse range of projects,as can be seen in Table2.A limited number

of civil and structural tasks are applicable to each of the projects because

of the different types of structure(foundations,ground?oor slab,frame,

etc.)designed in each project.Table2shows that despite this,relatively

few additions were necessary to compile the model during its testing on

the three projects,as various choices for different structural systems are

included in the non-speci?c model.

The second task in modelling a speci?c project was to review the infor-

mation requirements of all design tasks.Again,this meant deleting(and,

on occasions,adding or redirecting)information?ows in the model.

6Conclusions

This paper has described a model of the detailed building design process

that is the?rst stage of the Analytical Design Planning Technique

(ADePT).The model has been developed through the production of a

revised IDEF0process modelling notation termed IDEF0v,the implemen-

tation of a three-point information classi?cation system and the formulation

of an information location matrix and deliverables de?nitions.The model,

information classi?cations and information matrix have been veri?ed

across two organisations and the model has been tested by successfully

representing the design of four building projects.It has proved possible to

generate the project-speci?c models in an acceptable time scale.With time,

the database of the DPM will grow,increasing its generic nature and reduc-

ing the need for special project additions.

The design process model covers a wide range of building systems.This

means that the design activities and information dependencies in complex

building design problems can be represented and the ADePT planning

methodology can be used to programme and manage the design phase of

such projects.Practising designers and design managers shown the ADePT

methodology have been enthusiastic about the effectiveness of the

approach and the detailed nature of the DPM.

Analytical Design Planning Technique:a model of the detailed building design process295

21RIBA Uniclass:uni?ed classi?cation for the construction industry Royal Institute of British Architects,RIBA Publications, London(1997)Further work will examine the hierarchy of the DPM in relation to the Uniclass system of structuring project information21,investigate the relationships between the detailed design stage(represented by the DPM) and other stages of the design process,study various means of formulating project-speci?c models and test the DPM and ADePT methodology on further building projects.

Acknowledgments

This work has been undertaken as part of a project entitled‘Design Infor-mation Methodology and Tools for the Management of Detailed Building Design’.The research is funded under research grant GR/K74197by the EPSRC,DETR and industry(AMEC Design,Ove Arup and Partners, BAA,Boots,Laing Management and Sheppard Robson).

296Design Studies Vol20No3May1999

技术开发部管理手册1

目录 第1章概述 (1) 1.1 技术开发部管理权限 (1) 1.2 技术开发部管理职能 (1) 1.3 技术开发部主要职责 (1) 1.4 日常管理制度 (2) 第2章产品开发设计控制程序 (4) 2.1 目的 (4) 2.2 范围 (5) 2.3 引用文件及术语 (5) 2.4 职责 (5) 2.5 工作程序 (6) 2.6 支持文件 (9) 2.7 表格清单 (9) 2.8 附表 (9) 第3章产品实现的策划程序 (17) 3.1 目的 (17) 3.2 适应范围 (17) 3.3 引用文件及术语 (18) 3.4 职责 (18) 3.5 工作程序 (18) 3.6 支持性文件 (19) 第4章内部质量审核控制程序 (20) 4.1 目的 (20) 4.2 适用范围 (20) 4.3 引用文件及术语 (20) 4.4 职责 (20) 4.5 工作程序 (21) 4.6 支持文件 (23) 4.7 质量记录 (23) 附录 (25) 附录1 (25) 附录2 (26) 附录3 (27) 附录5 (29) 附录6 (30) 附件7 (31) 附件8 (32)

第1章概述 技术开发部的工作主要是从事电表、水表、煤气表及其远程自动抄系统的研发和产品的优化,以及为生产部和工程部提供技术支持等。 1.1 技术开发部管理权限 受总经理和技术总监委托,行使对公司技术引进、新产品开发研究、新技术推广应用、技术指导与监督等全过程听管理权限,并承担执行公司规章制度、管理规程及工作指令的义务; 1.2 技术开发部管理职能 负责对公司产品实行技术指导、规范工艺流程、制定技术标准、抓好技术管理、实施技术监督和协调的专职管理部门,对所承担的工作负责。 1.3 技术开发部主要职责: 1.坚决服从总经理和技术总监的统一指挥,认真执行其工作指令,一切管理行为向总经理和技术总监负责; 2.严格遵守公司规章制度,认真履行其工作职责; 3.负责制定公司技术管理制度。负责建立和完善产品设计、新产品的试制、标准化技术规程、技术情报管理制度,组织、协调、督促有关部门建立和完善设备、质量、能源等管理标准及制度; 4.组织和编制公司技术发展规划。编制近期技术提高工作计划,编制长远技术发展和技术措施规划,并组织对计划、规划的拟定、修改、补充、实施等一系列技术组织和管理工作; 5.负责制订和修改技术规程。编制产品的使用、维修和技术安全等有关的技术规定; 6.负责公司新技术引进和产品开发工作的计划、实施,确保产品品种不断更新和扩大; 7.合理编制技术文件,改进和规范工艺流程; 8.研究和摸索科学的流水作业规律,认真做好各类技术信息和资料收集、整理、分析、研究汇总、归档保管工作,为逐步实现公司现代化销售的目标,提供可靠的指导依据; 9.负责制定公司产品的企业统一标准,实现产品的规范化管理; 10.编制公司产品标准,按年度审核、补充、修订定额内容;

汽车新产品质量管理手册

浙江吉利控股集团有限公司企业标准

浙江吉利控股集团有限公司 新产品质量管理手册 (第1版)V1.0 浙江吉利控股集团有限公司 2011-11-25发布 2011-12-30实施

说明 为贯彻集团“两个转型”和“两个调整”的经营工作思路,实现从“产品线管理”向“品牌线管理”的调整,规范和细化集团新产品项目质量管理过程,明确质量系统各单位在新产品质量管理过程中的职责及工作内容,使实际工作开展有规可循,并强化可操作性,特制定此《吉利集团新产品质量管理手册》(第1版),版本号为V1.0。

目录 第一章新产品质量管理总则 第二章新产品质量评审流程 第三章新产品品熟推进流程 第四章附录

第一章 新产品质量管理总则 1.1目的 为了规范集团新产品开发各阶段的质量管理,促进各部门在新品阶段的质量自主管理能力,并以用户满意为最终目标,展开各阶层新产品质量管理。 1.2范围 本手册适用于以下项目范围:整车开发项目,发动机开发项目,变速器开发项目等各类将以量产形式生产并销售的新产品正式立项开发项目(具体项目分类界定规则参照《研发项目管理办法 V2.1》,涉及具体工作开展项目范围时,可由关联单位协商界定)。 1.3新产品质量管理模式 集团新产品质量管理采用由集团质量管理部建立统一的管理体系,各品牌质量部主导策划管控及实施,各系统分级管控的模式。通过前期的弱点项目(雷区项目)设计输入、依托各新产品项目品熟团队,以不断循环展开的阶段质量阀评审以及品熟活动,达成新产品质量保证,最终实现用户满意。新产品质量管理对新产品整体项目质量负责,确保新产品项目质量达标,满足设计和市场要求。新产品质量管理绩效评价按集团质量部相关考核指标展开(参看集团质量体系考核相关文件)。 1.3.1新产品质量管控过程 新产品质量管理涉及集团项目管理流程全部三个阶段: 1.3.1.1立项阶段的质量管控 在新产品立项阶段,质量部门负责项目质量策划,并向项目组输出项目各阶段项目质量目标、《质量目标保障计划书》,以及过往和在产产品设计相关弱点问题清单(雷区项目),全部内容均可包含在《质量目标保障计划书》中一并提交。 1.3.1.1.1 新产品质量目标的策划(包括各开发试制阶段及量产阶段) ·质量目标设定的原则: -新产品质量目标的设定应与集团的经营战略相一致; -新产品的质量目标应根据车型平台特征、市场分析、过往质量水平进行各阶段的目标设定(数据来源包括设计、采购、制造、市场等各产品过程相关部门),并在各阶段质量评审中进行考评; -质量目标应包括反映设计改善、制造、市场、供应商品质等各领域产品及过程相关的指标内容,具体可根据项目实际进行增加或删减。基础项目请参考《第四章 附录》中的《质量目标基础项目表》。 目标设定后应向各质量责任单元分解,并制定相应的质量目标保障措施。 立项阶段 实施与控制阶段 关闭阶段

Allegro表贴类元件焊盘与封装制作

手工制作表贴类元件封装 1贴片元件焊盘制作 1.1打开 Pad Designer PCB Editor Utilities > Pad Desig ner 1.2Layers 选项勾选 Signle layer mode ( Parameters 选项不做设置) 可在Parameters>Summary 查看到Single Mode: on,制作贴片类元件焊盘必须勾选。 1.3BEGIN LAYER 顶层(焊盘实体):在Regular Pad (常规焊盘)中,选择Geometry下拉列表,确认焊盘的型状,输入焊盘的width、height。 (注意:贴片类元件焊盘Thermal Relief > Anti Pad选择Null。) 焊盘形状: Null (空)、Circle (圆形)、Square (正方形)、Oblong (椭圆形)、Rectangle (长方形)、Octagon (八边形)、Shape (形状、任意形状) 1.4PASTEMASK_TOP 钢网层、锡膏防护层:印锡膏用,为非布线层,与BEGIN LAYER的设置一致。 1.5SOLDERMASK_TOP 阻焊层:绿油开窗(就是焊盘与绿油中间位置,没铜皮也没绿油),焊盘尺寸比BEGIN LAYER大(IPC 7351标准),自已设置大2mil。 (这里的2mil是指边到边,如果是个正方形焊盘,那么soldermask的边长比焊盘的实际边长要大4mil,BGA的焊盘也不例外。) 1.6焊盘保存 File下拉菜单中,选择Save/Save as,保存焊盘(保存至symbols文件夹内),焊盘制 作完成。 2贴片元件封装制作 2.1打开 PCB Editor PCB Editor >Allegro PCB Desig n GXL 2.2新建封装符号 File> New,弹出New Drawing对话框,Drasing Name输入新建圭寸装的名称,点击Browse 选择圭寸装存放的路径,Drawing Type 选择Package symbol。 2.3设置制作封装的图纸尺寸、字体设置 图纸尺寸:Setup>Desig n Parameter Editor>Desig n ,Comma nd parameters 中Size 选择Other,Accuracy (单位精度)填4 ;将Extents 中:Left X、Lower Y (绝对坐标,中心原点,都设置为图纸大小的一半,这样就保证原点在图纸正中间位置)进行设置;图纸尺寸一般可设置为Width (600mil )、Height (600mil),这样制作为元件封装,可减小存储空间。 字体设置: 2.4设置栅格点大小Setup>Grid,Spacingx、y 方便封装制作。 2.5加载已制作好的焊盘Layout>P in 右侧Options选项 Connect (有电气属性):勾Or Text Seup Width Hraght 、」 1mil,Offsetx、y 设 0,,将栅格设置为1mil, 2l^https://www.wendangku.net/doc/bf1534158.html, 3|38.0Q 4147.00 5BG.OO 占驗庐nic |25.0C |3fli0 ESOO /b.UU lf l 11 - t- n |93.0Q [riTno 131.00 ■I11 Fl 1药B ia& iio iiri i i i

(完整版)新产品开发项目管理制度

新产品开发项目管理制度 1.目的和作用 新产品开发是企业在激烈的技术竞争中赖以生存和发展的命脉,它对企业产品发展方向、产品优势、开拓新市场、提高经济效益等方面起着决定性作用。为了使新产品开发能够严格遵循科学管理程序进行,取得较好的效果,特制定本制度。 2.管理职责 2.1统筹规划部负责新产品的调研分析与立项等方面的工作。 2.2技术研发部负责产品的设计、试制、鉴定、移交投产等方面的管理。 2.3物控部、生产部、质管部应在整个开发过程中给予支持和配合。 3.新产品开发的前期调研分析工作 新产品的可行性分析是新产品开发不可缺少的前期工作,必须在进行充分的技术和市场调查后,对产品的社会需要、市场占有率、技术现状、发展趋势以及资源效益等五个方面进行科学预测及经济性的分析论证。 3.1 调查研究: 3.1.1 调查国内市场和重要用户以及国际重点市场的技术现状和改进要求. 3.1.2 以国内同类产品市场占有率高的前三名以及国际名牌产品为对象,调查同类产品的质量、价格及使用情况。

3.1.3 广泛收集国内外有关情报和专利,然后进行可行性分析研究. 3.2 可行性分析: 3.2.1 论证该产品的技术发展方向和动向. 3.2.2 论证市场动态及发展该产品具备的技术优势. 3.2.3 论证该产品发展所具备的资源条件和可行性(含物资、设备、能源、外购外协配套等)。 3.2.4 初步论证技术经济效益。 3.2.5 写出该产品批量投产的可行性分析报告。 4. 产品设计管理 产品设计时从确定产品设计任务书起到确定产品结构为止的一系 列技术工作的准备和管理,是产品开发的重要环节,必须严格遵循"三 段设计"程序. 4.1 技术任务书: 技术任务书市产品在初步设计阶段内,由设计部门向上级提出的 体现产品合理设计方案的改进性和推存性意见的文件,经上级批准后,作为产品技术设计的依据.其目的在于正确地确定产品的最佳总体设计方案、主要技术性能参数、工作原理、系统和主体结构,并由设计员负责编写(其中标准化规则要求会同标准化人员共同拟定)。现对其编写内容和程序作如下规定: 4.1.1 设计依据(根据具体情况可以包括一个或数个内容): a. 国内外技术情报:在市场的性能和使用性方面赶超国内外先进水平,或在产品品种方面填补国内"空白".

新产品开发的管理制度

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修订页 编制/修订原因说明: 修订 原章节号现章节号修订内容说明备注编制/修订部门/人项目管理部/过成军 参加评审部门/人汽车工程研究院、规划设计院、采购公司、销售公司、国际公司、质量保证部、备件公司、物流公司、项目管理部、轿车公司、发动机公司、变速箱公司、信息技术部等 修订记录: 版本号提出部门/人修订人审核人批准人实施日期备注B/0 项目管理部/过成军过成军孙久红尹同耀2006.3.28

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PCB电路板PPCB元件封装和库制作图文详解

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PowerPCB的四个库,这是PowerPCB元件库的的一个重要特点。换句话说,每当新建一个元件库时,其实都有四个子库与之对应。有关各个库的含义请仔细 阅读图9-1说明部分。 图9-1各元件库功能说明 例如我们新建了一个名为FTL的库后,在Padspwr的Lib目录下就会同时出现四个名称相 同但后缀名各异的元件库,如图9-2分别为: FTL.pt4:PartType元件类型库 FTL.pd4:PartDecal元件封装库 FTL.ld4:CAE逻辑封装库 FTL.ln4:Line线库 这是Padspwr的Lib目录下的所有元件库的列表,在这里可以找到所有元件库,包括系统 自带的与客户新建的库。

新产品开发管理制度新编

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第二十八条从高等院校或有关科研设计机构引进的经过实验考核的产品,必须索取全部论证、设计和工艺(含工具)的技术资料,并应重新调查分 析论证。这类产品的开发周期定为2~5个月。 第二十九条属于已有产品在性能和结构原理上有较大的改变的研究以及新类别的产品的开发,开发周期一般定为6~7个月,最长为一年(特别 情况下超过一年半时间),具体程序周期规定为: 1.调研论证和决策周期:一般产品一个月,复杂产品一个半月。 2.产品设计周期(含技术任务书、技术设计和工作图设计):1~2个月。 3.工艺(含工具)设计周期:1~2个月。 4.产品试制(含工具制造)周期:1~2个月。 5.样品试制周期:1~2个月(含样品鉴定)。 6.小批量试制周期:2~35个月。 7.产品鉴定和移交生产周期:1个月。 六、新产品成果评审和报批规定 第三十条新产品根据鉴定级别,按照国务院、国家科委有关科技成果与技术进步有关奖励条例和本公司《关于技术改进与合理化建议管理办法》办理 报审手续。 第三十一条为节省开支,新产品(科研)成果评审会应尽量与新产品鉴定会合并进行。 第三十二条成果报审手续必须在评审鉴定后一个月内办理完毕。 第三十三条成果奖励分配方案由公司研究所共同商定后报总工程师批准执行。

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