外文文献及翻译-Fundamentals-of-Mechanical-Design.doc

机械与电气工程学院

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2011 年 12 月 01 日

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题目 Fundamentals of Mechanical Design
English in Mechanical Engineering shiping haebin Institute of Technology press
Mechanical design means the design of things and systems of a mechanical nature—machines, products, structures, devices, and instruments. For the most part mechanical design utilizes mathematics, the materials sciences, and the engineering-mechanics sciences.
The total design process is of interest to us. How does it begin? Does the engineer simply sit down at his desk with a blank sheet of paper? And, as he jots down some ideas, what happens next? What factors influence or control the decisions which have to be made? Finally, then, how does this design process end?
Sometimes, but not always, design begins when an engineer recognizes a need and decides to do something about it. Recognition of the need and phrasing it in so many words often constitute a highly creative act because the need may be only a vague discontent, a feeling of uneasiness, of a sensing that something is not right.
The need is usually not evident at all. For example, the need to do something about a food-packaging machine may be indicated by the noise level, by the variations in package weight, and by slight but perceptible variations in the quality of the packaging or wrap.
There is a distinct difference between the statement of the need and the identification of the problem. which follows this statement. The problem is more specific. If the need is for cleaner air, the problem might be that of reducing the dust discharge from power-plant stacks, or reducing the quantity of irritants from automotive exhausts.
Definition of the problem must include all the specifications for the thing that is to be designed. The specifications are the input and output quantities, the characteristics of the space the thing must occupy and all the limitations on these quantities. We can regard the thing to be designed as something in a black box. In this case we must specify the inputs and outputs of the box together with their characteristics and limitations. The specifications define the cost, the number to be manufactured, the expected life, the range, the operating temperature, and the reliability.
There are many implied specifications which result either from the designer's particular environment or from the nature of the problem itself. The manufacturing processes which are available, together with the facilities of a certain plant, constitute restrictions on a designer's freedom, and hence are a part of the implied specifications. A small plant, for instance, may not own cold-working machinery. Knowing this, the designer selects other metal-processing methods which can be performed in the plant. The labor skills available and the competitive situation also constitute implied specifications.
After the problem has been defined and a set of written and implied specifications has been obtained, the next step in design is the synthesis of an optimum solution. Now synthesis cannot take place without both analysis and optimization because the system under design must be analyzed to determine whether the performance complies with the specifications.
The design is an iterative process in which we proceed through several steps, evaluate the results, and then return to an earlier phase of the procedure. Thus we may synthesize several components of a system, analyze and optimize them, and return to synthesis to see what effect this has on the remaining parts of the system. Both analysis and optimization require that we construct or devise abstract models of the system which will admit some form of mathematical analysis. We call these models mathematical models. In creating them it is our hope that we can find one which will simulate the real physical system very well.
Evaluation is a significant phase of the total design process. Evaluation is the final proof of a successful design, which usually involves the testing of a prototype in the laboratory. Here we wish to discover if the design really satisfies the need or needs. Is it reliable? Will it compete successfully with similar products? Is it economical to manufacture and to use? Is it easily maintained and adjusted? Can a profit be made from its sale or use?
Communicating the design to others is the final, vital step in the design process. Undoubtedly many great designs, inventions, and creative works have been lost to mankind simply because the originators were unable or unwilling to explain their accomplishments to others. Presentation is a selling job. The engineer, when presenting a new solution to administrative, management, or supervisory persons, is attempting to sell or to prove to them that this solution is a better one. Unless this can be done successfully, the time and effort spent on obtaining the solution have been largely wasted.
Basically, there are only three means of communication available to us. There are the written, the oral, and the graphical forms. Therefore the successful engineer will be technically competent and versatile in all three forms of communication. A technically competent person who lacks ability in any one of these forms is severely handicapped. If ability in all three forms is lacking, no one will ever know how competent that person is!
The competent engineer should not be afraid of the possibility of not succeeding in a presentation. In fact, occasional failure should be expected because failure or criticism seems to accompany every really creative idea. There is a great to be learned from a failure, and the greatest gains are obtained by those willing to risk defeat. In the find analysis, the real failure would lie in deciding not to make the presentation at all.
Introduction to Machine Design
Machine design is the application of science and technology to devise new or improved products for the purpose of satisfying human needs. It is a vast field of engineering technology which not only concerns itself with the original conception of the product in terms of its size, shape and construction details, but also considers the various factors involved in the manufacture, marketing and use of the product.
People who perform the various functions of machine design are typically called designers, or design engineers. Machine design is basically a creative activity. However, in addition to being innovative, a design engineer must also have a solid background in the areas of mechanical drawing, kinematics, dynamics, materials engineering, strength of materials and manufacturing processes.
As stated previously, the purpose of machine design is to produce a product which will serve a need for man. Inventions, discoveries and scientific knowledge by themselves do not necessarily benefit people; only if they are incorporated into a designed product will a benefit be derived. It should be recognized, therefore, that a human need must be identified before a particular product is designed.
Machine design should be considered to be an opportunity to use innovative talents to envision a design of a product is to be manufactured. It is important to understand the fundamentals of engineering rather than memorize mere facts and equations. There are no facts or equations which alone can be used to provide all the correct decisions to produce a good design. On the other hand, any calculations made must be done with the utmost care and precision. For example, if a decimal point is misplaced, an otherwise acceptable design may not function.
Good designs require trying new ideas and being willing to take a certain amount of risk, knowing that is the new idea does not work the existing method can be reinstated. Thus a designer must have patience, since there is no assurance of success for the time and effort expended. Creating a completely new design generally requires that many old and well-established methods be thrust aside. This is not easy since many people cling to familiar ideas, techniques and attitudes. A design engineer should constantly search for ways to improve an existing product and must decide what old, proven concepts should be used and what new, untried ideas should be incorporated.
New designs generally have “bugs” or unforeseen problems which must be worked out before the superior characteristics of the new designs can be enjoyed. Thus there is a chance for a superior product, but only at higher risk. It should be emphasized that, if a design does not warrant radical new methods, such methods should not be applied merely for the sake of change.
During the beginning stages of design, creativity should be allowed to flourish without a great number of constraints. Even though many impractical ideas may arise, it is usually easy to eliminate them in the early stages of design before firm details are required by manufacturing. In this way, innovative ideas are not inhibited. Quite often, more than one design is developed, up to the point where they can be compared against each other. It is entirely possible that the design which ultimately accepted will use ideas existing in one of the rejected designs that did not show as much overall promise.
Psychologists frequently talk about trying to fit people to the machines they operate. It is essentially the responsibility of the design engineer to strive to fit machines to people. This is not an easy task, since there is really no average person for which certain operating dimensions and procedures are optimum.
Another important point which should be recognized is that a design engineer must be able to communicate ideas to other people if they are to be incorporated. Initially the designer must communicate a preliminary design to get management approval. This is usually done by verbal discussions in conjunction with drawing layouts and written material. To communicate effectively, the following questions must be answered:
(1) Does the design really serve a human need?
(2) Will it be competitive with existing products of rival companies?
(3) Is it economical to produce?
(4) Can it be readily maintained?
(5) Will it sell and make a profit?
Only time will provide the true answers to the preceding questions, but the product should be designed, manufactured and marketed only with initial affirmative answers. The design engineer also must communicate the finalized design to manufacturing through the use of detail and assembly drawings.
Quite often, a problem well occur during the manufacturing cycle. It may be that a change is required in the dimensioning or tolerancing of a part so that it can be more readily produced. This falls in the category of engineering changes which must be approved by the design engineer so that the product function will not be adversely affected. In other cases, a deficiency in the design may appear during assembly or testing just prior to shipping. These realities simply bear out the fact that design is a living process. There is always a better way to do it and the designer should constantly strive towards finding that better way.
Machining
Turning The engine lathe, one of the oldest metal removal machines, has a number of useful and highly desirable attributes. Today these lathes are used primarily in small shops where smaller quantities rather than large production runs are encountered.
The engine lathe has been replaced in today's production shops by a wide variety of automatic lathes such as automatic of single-point tooling for maximum metal removal, and the use of form tools for finish and accuracy, are now at the designer's fingertips with production speeds on a par with the fastest processing equipment on the scene today.
Tolerances for the engine lathe depend primarily on the skill of the operator. The design engineer must be careful in using tolerances of an experimental part that has been produced on the engine lathe by a skilled operator. In redesigning an experimental part for production, economical tolerances should be used.
Turret Lathes Production machining equipment must be evaluated now, more than ever before, in terms of ability to repeat accurately and rapidly. Applying this criterion for establishing the production qualification of a specific method, the turret lathe merits a high rating.
In designing for low quantities such as 100 or 200 parts, it is most economical to use the turret lathe. In achieving the optimum tolerances possible on the turret lathe, the designer should strive for a minimum of operations.
Automatic Screw Machines Generally, automatic screw machines fall into several categories; single-spindle automatics, multiple-spindle automatics and automatic chucking machines. Originally designed for rapid, automatic production of screws and similar threaded parts, the automatic screw machine has long since exceeded the confines of this narrow field, and today plays a vital role in the mass production of a variety of precision parts. Quantities play an important part in the economy of the parts machined on the automatic to set up on the turret lathe than on the automatic screw machine. Quantities less than 1000 parts may be more economical to set up on the turret lathe than on the automatic screw machine. The cost of the parts machined can be reduced if the minimum economical lot size is calculated and the proper machine is selected for these quantities.
Automatic Tracer Lathes Since surface roughness depends greatly upon material turned, tooling ,and fees and speeds employed, minimum tolerances that can be held on automatic tracer lathes are not necessarily the most economical tolerances.
Is some case, tolerances of ±0.05mm are held in continuous production using but one cut. Groove width can be held to ±0.125mm on some parts. Bores and single-point finishes can be held to ±0.0125mm. On high-production runs where maximum output is desirable, a minimum tolerance of ±0.125mm is economical on both diameter and length of turn.
Milling With the exceptions of turning and drilling, milling is undoubtedly the most widely used method of removing metal. Well suited and readily adapted to the economical production of any quantity of parts, the almost unlimited versatility of the milling process merits the attention and consideration of designers seriously concerned with the manufacture of their product.
As in any other process, parts that have to be milled should be designed with economical tolerances that can be achieved in production milling. If the part is designed with tolerances finer than necessary, additional operations wil