Hubka's Principles of Engineering Design
Hubka's Principles of Engineering Design
Principles of
Engineering Design
Vladimir Hubka
Translated and edited by
W. E. Eder /!
Associate Professor of Mechanical Engineering, Royal Military College of Canada,
Kingston, Ontario, Canada. ;J
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Contents
Author's Preface
Translator's Preface
List of Tables
List of Figures J
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1 General Introduction 1
1.1 A Robinson Crusoe story 1
1.2 Structure of this book 2
2 Technical Processes 5
2.1 Human needs and their satisfaction 5
2.2 Basis of knowledge about technical processes 5
2.3 Trends in development of technical processes 6
2.4 Factors of processes 7
2.5 Secondary inputs and outputs of technical processes 7
2.6 Structure of technical processes 7
2.7 Operands used in technical process 8
2.8 General model of technical processes 8
2.9 Types of process 8
2.10 Generalisation and synopsis-statements TP 9
3 Technical Systems 12 (
3.1 Purpose and tasks of technical systems 12
3.2 Mode of action of technical systems 14
3.3 Properties and quality of technical systems 15
3.4 Secondary inputs and outputs, disturbances 16
3.5 Structure of technical systems, anatomy 17
3.6 Origination and operation phases of technical systems 20
3.7 Development of technical systems 21
3.8 Abstraction and classification of technical systems 22
3.9 Particular types of machine system. Branches of mechanical
engineering 24
3.10 Synopsis of important statements about technical and machine
•••<.:;;':"
systems-statements MS 24
4 Design Processes 27
4.1 Basis of knowledge of systematic design 27
4.2 Premise for validity of general design methodology. 29
4.3 Ta~ks and methods of design research 130
4.4 General model of the design process 31
4.5 Structure of the design process 32
4.6 Design strategy, procedural model 34
4.7 Fitting the general model to particular conditions 36
4.8 Design tactics, methods and working principles 37
4.9 Representation during design 40
4.10 Working means in the design process 41
4.11 Synopsis of design process statements-statements DesP 42
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5 General Model of Methodical Procedure during Design- If
the General Procedural Model 44
5.1 Requirements of the general model 44
5.2 Concepts of the model 45
5.3 Explanations of the model 48
5.4 Particular steps in the model 48 -~
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Stage I-Elaborate or clarify the assigned problem 49 !
Stage 2-Establish the functional structure 50
Stage 3-Establish concepts 53
Stage 4-Establish preliminary layout 57
Stage 5-Establish dimensional layout 59
Stage 6-Detailing, elaboration 61
5.5 Generalized basic operations in the design process 62
5.5.1 Elaborating the assigned problem 63
5.5.2 Searching for solutions 65
5.5.3 Evaluating and deciding 68
5.5.4 Providing and preparing information 72
5.5.5 Verifying/checking 74
5.5.6 .Representing 76
7 Summary 89
8 Bibliography
9 Glossary 95
9.1 Narrative definitions 95
9.2 Key-word definitions 98
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Index 113
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Index
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Note: bold type indicates main reference in text and glossary
figures
italic type indicates subsidiary reference in summari es, tables and
Abstract (-ing, -ion), 2, 5, 9, 22, 22, 24, 29, Basic, 32, 33, 48, 62, 65, 68 (see also
34, 40, 41, 43, 45, 50, 51, 53, 56, 57, Operatio n)
65,76,9 5,96,97 ,99, 101 shape, 58
Batch, 45 i
Action, 1, 15,96,9 8,99
chain, 15, 26, 54 Behaviour, 17,25, 37, 40, 43, 55, 68, 95, 110 I
locality, 12, 13, 17, 19, 53, 54, 55, 58, 59, Black box, 18,50,5 1,82
65,98 Block, 48, 50, 57, 84 101, 106 (see also ,I
principle, 13, 15, 18 Diagram ; Schematic)
Activity, 27, 32, 38, 42, 48, 63, 102, 103 Bought-o ut, 19, 58 (see also Compon ent)
Adaptive , 38,r 45, 100 Boundar y, 7, 17,36, 50, 51, 52, 53, 103,
Adjustm ent, 25 110, 111
Aesthetic, 64, 75, 96 (see also Appeara nce) Brainsto rming, 38, 39, 64, 65
Aggrega tion, 38, 38, 65 Branch, 24, 26,30,3 2, 34, 111
Agreeme nt, 4, 65
Alternati ve, 19,51,5 3, 55, 58, 59, 68
Analogy (-ue, -ous), 18, 22, 30, 41, 65, 76 CAD, 42, 45, 61
Analy-se (-sis), 1, 28, 49, 111 Calculat ion, 58, 60, 61, 102, 107
Anatomi cal structure , 14, 17, 18,25,2 6, Capabili ty, 12, 14
34, 36, 43, 45, 50, 53, 54, 56, 57, 58, Carrier, 15,25, 34, 77 (see also Function )
59,60,6 1, 65, 101, 102, 104, 108 Case study, 47, 49, 50, 54, 58, 60, 61, 77, 89
Apparatu s, 45, 111 Catalogu e, 59, 73 (see also Design)
Appearance, 15, 16, 41, 96 (see also Aesthetic) Category , 64, 100 (see also Class)
Applicat ion, 38, 44, 52, 53 Cause (-ality), i, 5, 15, 16,25,6 3, 105, 107
Arrangem ent, 15, 16, 18, 22, 24, 26, 55, 56, Chain, 15, 25 (see also Causality)
57,58, 60, 96, 101, 108, 109 Change, 5, 10, 11, 21, 111 (see also
Artefact , 40, 41, 97, 111 (see also Device; Transfor m)
Mechani sm) Characte ristics, 15, 17,21,2 2,24,36 ,48, I :
113
114 Index
Completeness, 14, 35, 36, 52, 64 Design (cont.)
Complication, 17, 18,22,26,36,45,53, process (DesP), 14, 17,27,29, 30, 31,31,
54, 68, 74, 99 32,33,33,37,41, 42,46,47,74,89, 103
Component, 8, 17, 18,26,30,32,95,96, property, 15,16,21,25,26,34,42,57,
98, 99, 100, 101 59, 71, 76, 104
Composite, 16 (see also Value) specification, 20, 33, 49, 50, ,,63, 65, 101,
Computer (CAD), 42 104 (see also List of reqllirements)
Concept, 2, 27, 28, 32, 36, 45, 53,54,56, Designer see Design engineer
57,58,76,97, 102 Detail (-ing), 45, 48, 53, 56, 58, 60, 61, 62,
sketch, 54, 85, 101 75, 96, 102, 104
Conceptual, 45, 54, 101 (see also De~ign) Determine, 53, 97
Conceptualise (-ation), 32, 48, 54, 56, 75, 104 Deterministic, 15, 25, 111
Conclusion, 7, 11, 14 (see also Phase) Development, 6, 21,26,27,45,64,89, 100
Concrete, 14,22,24,36,55,57,65,96,97,99 Device, 3, 95,110,111
Concretise (-ation), 14,22,24,34,36,.43, Diagram, 80, 101
44,45,56,58,60,61,62, 68,97 Difficulty, 36, 100
Condition, 7, 28, 36, 45, 49, 53, 58, 65, Dimension (-ing), 16, 19, 32,38, 58, 59, 60,
102, 103 . 10 1.' 104, 108 J
Conformity, 36, 64, 69 DImensIOnal layout, 58, 59, 6l!J, 88, 102
Connect-ion (-ivity), 7, 11,14,18,25,26, Discursive, 39, 44, 50, 65, lOJ,
32, 52, 106, 108, 110, 111 Distribution, 6, 11, 16, 52 (s~f also
Conscious, 28 Involvement)
Constructional, 14, 15,56,57,58,60,61, Disturbance, 7,11,16,25,54 (see also
96,97, 110 (see also Element) Secondary)
Contract, 49, 50, 69, 101 Division, 39, 41, 65
Control, 6,7, 11, 12, 14, 18,25,26,29,30, Document (-ation), 3,22,41,41,42,73,
40, 43, 45, 48, 52, 97, 108, 110 (see 76, 100
also Feedback; Regulation) Doubt, 39, 64, 74
Controllable, 28 Drawing, 41, 61, 102 (see also Detail)
Convergence, 34 Duration, 43 (see also Time)
Cost, 41, 59, 61, 105
Cost-benefit, 61, 71 Economy (-ics), 16,39, 40, 41, 43, 49, 61,
Coverage, 68 64, 69, 71, 109
Create (-ivity), 3,28,31,65 Effect, 2, 5, 6, 8, 10, 12, 13, 14, 15, 16, 17,
Criteria, 16, 25, 36, 51, 53, 68, 69, 105 (see 18, 19,24,25,31,34,43,45,50,52,
also Evaluation) 53, 54, 55, 63, 65, 96, 104, 105
Critical path, 37, 39 Effective, 3, 40
Critic-ism (-al), 34, 40, 49, 54 Effector, 12, 19,26,54,97,98,111
Customer, 31, 32, 49, 50, 64 (see also Efficiency, 44, 69
Sponsor) Elaboration, 33,49, 52, 62, 63, 64, 104
Cycle (-ic), 32, 43, 45 Element, 14, 16, 42, 97, 109, 110 (see also
Constructional) .
Data, 29, 73, 74 Elementary design property, 16, 34, 36; 42,
Deadline, 45, 74 43,45
Decide (-sion), 3, 6, 16,28,33,36,51,61, Embodiment, 15,55,71,97, 103 (see also
62, 68, 70, 97, 105 State)
Decompose (-ition), 30, 45, 53, 54 Emission, 17,25 (see also Waste)
Deficiency, 63, 65 Energy, 8, 10, 11, 12, 14, 18, 19,2.5, 52,
Degree of freedom, 96, 109 95, 96, 107, 111, 112
Descartes, 38 Environment, 5, 7,11,15,16,17,26,32,
Descri-be (-ption), 27, 31, 41, 42, 48, 61, 97, 43,54,95, 110, 111
100, 101, 102, 103, 104, 105, 107, 109 Equipment, 12,25, 45, 99, 110, 111
Design
catalogue, 56, 66, 67, 68, 102
Ergonomic, 15, 16, 60, 75
Error, 28, 29, 39, 74, 75, 97
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characteristic, 15,26,42,49,51,55,57, Establish, 10, 14, 17, 50, 51, 52, 53, 54, 56, 1
60, 61, 65, 80,.100 57,58,59,61,97 ,I Ii
engineer, 3, 15, 19,24,26,31,32,37,40, Ethical, 5 i!
43, 44, 45, 64, 75, 76, 108 Evaluate (-ion), 3, 16,25, 28, 29, 33, 36,
engineering, 2, 27, 29, 62, 64, 71, 72,89, 38,39,45,51,52, 53, 56, 57, 59, 60, \J
97, 112 61, 68, 70, 74, 105 i
manual see Design catalogue Evaluation criteria, 20, 33, 49, 50, 57 I
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Index 115
Example, 49 (see also Case study) Information, 8, la, 11, 12, 14, 18, 19, 25,
Execution, 7, 11, 14, 29, 52 30,31,33,37,40,41,42,43,44,45,
49, 50, 52, 55, 58, 62, 63, 72, 73, 76,
Experience, 1,54,58,64
Experiment, 38, 39,60, 71, 75 95,96, 102, 104, 107, 109, 110 (see also
Expert, 68, 73, 75 (see also Syndicate) Specialist design information)
Innovation, 21,26
Input, 7,8,11,12,13,14,17,19,21,25,
26, 34, 43, 54, 95, 96, 98, 104, 106,
Factor, 7, 8, 11, 17,20,26,30,36,37,41,
107, 110, 111
75, 105 Inspect (-icon), 3, 7, 29
Failure, 30, 41, 58, 62, 63
Instruction, 38
Family, 11, 44, 54, 96, 99
Instrumentation, 6
Feasibility, 49, 67, 68 Interact (-ion), 16, 17, 105, 107 (see also
Feature, 24, 36, 48, 49,/96, 100 (see also
Connection; Relationship)
Design characteristic)
Intricacy, 32, 100
Feedback, -97 Intuit-ive (-ion), 3, 28, 29, 44, 48, 50, 65, 106
Fidelity, 36 Invention, 38, 68
Filing, 73, 74, 107 Involvement, 26,51, 100 (see also ;}
Finance, 64 Distribution; Human)
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