Course or Client
PLTW Engineering Design
Completion Dates
August 2024-May 2025
Skills
Defining Requirements, 3D modeling, Prototyping, Presentations, Trade Studies, Team Management, Project Planning, Mechanism and Mechatronic Design
Preliminary refined concept 3D model for the chain and sprocket horizontal actuation method.
This is my Senior Capstone project at Texas A&M University: a 2 semester-long project group project involving a structured engineering design process and extensive documentation and communication with stakeholders. The first semester, in Fall 2024, involved defining the problem and creating a detailed manufacturing, assembly, and validation plan for the product in the second semester, Spring 2025.
Other team members are Brae Barnes, Nathan Bartsch, Marshall Schier, Logan Hallock, and Ethan Willett.
Dr. Robert Ambrose and the RAD Lab at Texas A&M sponsored this capstone project. RAD Lab is a robotics developing novel rover designs for space exploration. Some Rovers they are developing can be seen below in Figure 1 and Figure 2.
Figure 1: The RAD Lab REV Rover
Figure 2: Several iterations of the RAD lab Roboball
With all of these rover concepts, it is important to be able to evaluate their performance in a repeatable and standardized way. It needs to be repeatable by resetting the testbed to the same condition each to ensure experiments produce consistent outcomes. Standardized testing means that the test bed and results can be compared to other rovers (i.e. not using a natural hill open to the elements for testing). This requires a controlled inclining test environment with a lunar simulant material surface for their rovers.
There are several existing test systems for rovers, such as the NASA SLOPE Lab and the Georgia Tech CRAB Lab. These systems are effective for the organizations that use them but are both incorrect scale for the RAD Lab rovers. Thus the RAD Lab has tasked our team with creating a novel design for an inclining rover testbed specifically for their needs.
Now that we have defined the background of rover simulators, we need to define our sponsor's problem. This section will first look at general requirements, and then move into a discussion of our solution-neutral problem statement.
To begin to define the goals we first created a requirements checklist. This was made using both the explicit requirements initially presented to us by our sponsor as well as implicit requirements that were discovered through interviewing the sponsor about expectations and desired use cases of the test apparatus. The requirements list can be seen in Table 1 below.
Table 1: Initial requirements organized by design category
As seen in the table above, we discovered there to be several categories of requirements applying to different sections and required functions of the testbed. These requirements will be further quantified in validation planning later in this report.
Using the requirements developed above and further input from our sponsor, our team developed a solution neutral problem statement which can be seen below.
"We will build a testing apparatus to repeatedly run controlled soft soil incline experiments using several types of fine aggregate for mid-sized rovers."
Note that phrases such as "controlled soft-soil experiments", "fine aggregate", and "mid-sized rovers" are defined by the given requirements. This solution neutral problem statement will serve to guide our overall design choices and be a broad metric for the goal of this project as we move into generating ideas.
Now that the background, problem, and requirements have been defined the next step of the engineering design process is to generate, evaluate, and select ideas. Due to the complexity of this project, this was broken into three steps:
To ensure we were exploring all possible solutions, we performed three different idea-generation methods. Our focus was to identify solutions that not only met the technical requirements for functionality but also a combination of efficiency and simplicity. The methods used were the 6-3-5 method, design by analogy, and research-based idea generation.
The 6-3-5 method is performed by having six group members each sketch three concepts within five minutes. After the five minutes are over, the concepts are rotated among the group, and each member repeats the 6-3-5 process, generating three new concepts based on the concepts they received.
Design by analogy involves looking at mechanisms and systems that have analogous functions or working concepts to our problem. This is my personal favorite as it involves creatively looking for similar issues or functions in the world around us, and it is interesting to see how different industries solve similar problems in different ways.
Research-based idea generation involves searching through publications and patent databases for solutions to similar problems. This is similar to design by analogy, just strictly from patents and academia.
After ideas were generated, the ideas were discussed as a team to select the most promising one. In this step of concept refinement, more in-depth research on the feasibility, capability, and costs of each idea was performed. Additionally, detailed sketches were made for these concepts.
An example of a refined concept model created for this step can be seen in Figure 3 below.
Figure 3: Annotated refined concept model generated for aggregate horizontal actuation rack and pinion method
Finally, once concepts have been refined they need to be evaluated and compared. This was done using several comparison matrices. The ideas were first initially compared using a Pugh Chart, in which each concept is intuitively scored based on chosen selection criteria. Pugh chart is better for a quick estimate of general comparisons but can easily be inconclusive resulting in a tie.
The next method of comparison was much more in-depth; the quantitatively driven team effort selection matrix. This matrix was very similar to a trade study. It involved first selecting quantifiable selection criteria, then evaluating each concept performance for those criteria using engineering calculations and estimations, and then making those scores dimensionless by using interpolation. Each criterion is given a weight by using a system of equations comparing them to each other, and then the dimensionless scores are multiplied by the weights and summed to get the total score for each concept.
Examples of each selection matrix can be seen below in Table 2 and Table 3.
Table 2: Pugh chart comparing aggregate reset concepts
Table 3: Final Quantitatively driven comparison matrix for aggregate reset concepts
Being a project with several complex functions to design for, this three step process was completed three times. This section will summarize the extensive documentation that was completed for these steps.
The first function where we generated idea, refined concepts, and selected a concept was inclination method. This was to fulfill the requirements of inclining up to 35 degrees with 1 degree resolution while holding the aggregate an rover payload (calculated as roughly 6000 pounds). The two main categories of concepts for this function were designing and welding a mechanism ourself or purchasing a dump trailer. The Dump trailer was something discovered in design by analogy, and it matched the dimensional and load capacity requirements while also taking far less time to design and build for roughly the same financial cost. The chart in Figure 4 below summarizes the ideas generated with the chosen concept in green.
Figure 4: Inclination concept generation and selection summary flow chart
We also performed idea generation, refinement, and selection for the requirement of automated aggregate reset. Extensive research was performed on similar research test setups and industries such as earthmoving and construction to generate ideas. The top generated ideas were vibrational reset (similar to what is used in compaction tables and concrete forms), fluidization (what the CRAB lab testbed resets with), and physical scraping or raking. Physical raking and scraping was designed as either 2 axes or 3 axes of movement to allow for varying levels of control. The chart in Figure 5 below summarized these ideas and the chosen concept, 2 axis scraping/raking, in green.
Figure 5: Aggregate Reset concept generation and selection summary flow chart
Although the general aggregate reset method had been selected, there was still complexity in how to actuate the horizontal actuation. Due to this we completed idea generation through several methods, refining and 3D modeling top choices, and quantifiably comparing them to select one concept. The top concepts generated were a winch pulling the rake one direction and then a retracting pulley pulling it back , a gantry mounted motor driven pinions interfacing with a gear rack, chain and sprocket, and timing belt. The chart in Figure 6 below summarized these ideas and the chosen concept, chain and sprocket drive, in green.
Figure 6: Aggregate Reset horizontal actuation concept generation and selection summary flow chart
Note: If you would like to see the my depth research and documentation from this process, please send me a message and I can send you the report
Figure 7: Preliminary (to be refined) conceptual 3D model for the chain and sprocket horizontal actuation method.
With the major functions concepts selected, we next created the specific design and manufacturing plan. Our initial preliminary design can be seen in Figure 7 above. This was completed and presented in November 2024, but due to delays in acquiring the physical dump trailer and measuring its exact dimensions as well as unforeseen manufacturing limitations, it is still subject to some change. As the design becomes finalized and enacted I will update this page.
In the spring of 2025, our team will be enacting the plan that we set in the Fall. We will be assembling and troubleshooting the testing apparatus, with weekly Gantt chart updates sponsor meetings, and a final presentation in front of judges at the end of the semester.
I am looking forward to adding the results of the project to this page!
Project planning (Gantt Charts)
Weekly project updates (power points with task percentage completion status)
Conflict Resolution (STATE method)
Detailed design review report writing (wrote several 100+ page reports)
Importance of effective task delegation with team members
Mechanism design and modeling