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Best Practices for Engineering Notebooks

An engineering notebook is a formal record for engineers to document their design projects chronologically, serving as a legal document for patent activities. It includes various sections such as problem discovery, research, sketches, and calculations, and follows best practices for documentation. Keeping an engineering notebook is essential for engineers and students to maintain continuity, improve skills, and provide a basis for professional presentation of their work.

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Adalyn Garcia
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0% found this document useful (0 votes)
13 views24 pages

Best Practices for Engineering Notebooks

An engineering notebook is a formal record for engineers to document their design projects chronologically, serving as a legal document for patent activities. It includes various sections such as problem discovery, research, sketches, and calculations, and follows best practices for documentation. Keeping an engineering notebook is essential for engineers and students to maintain continuity, improve skills, and provide a basis for professional presentation of their work.

Uploaded by

Adalyn Garcia
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd

Engineering Notebook

Introduction to Engineering Design © 2012 Project Lead The Way, Inc.


Engineering Notebook
• What Is an Engineering Notebook?
• Why Keep an Engineering Notebook?
• Who Keeps an Engineering Notebook?
• Contents
• Engineering Notebook Sections
• Standard Page Layout
• Best Practices
• Historical Examples

© 2012 Project Lead The Way, Inc.


What Is an Engineering Notebook?
An engineering notebook is a book in which an
engineer will formally document, in chronological
order, all of his/her work that is associated with a
specific design project.

• Clear and detailed


description of your design
process
• Someone unfamiliar with
work could take over
project without additional
information ®[Link]

© 2012 Project Lead The Way, Inc.


Why Keep an Engineering Notebook?
An engineering notebook is recognized as a legal
document that is used in patent activities to…

• Prove the origin of an idea


that led to a solution
• Prove when events or ideas
occurred
• Prove diligence in turning the
idea into a solution
• Prove when an idea became
a working solution (“reduced ®[Link]

to practice”)

© 2012 Project Lead The Way, Inc.


Who Keeps an Engineering Notebook?
Engineers that work on R & D
• Legal documentation of work
• Continuity in projects

Engineering students
• High school and college
• Develop time management
skills
• Improve research,
documentation, and
communication skills ®[Link]

• Basis for professional m

presentation of work
© 2012 Project Lead The Way, Inc.
Contents
• Discovering the problem • Expert input (names,
• Research positions, contact info,
• Sketches with labels and details of conversations)
descriptions • Work session and
• Brainstorming meeting summaries
• Calculations • Test procedures, results,
• Your daily thoughts and and conclusions
• Digital technical drawings
ideas
• Pictures • Design modifications

Everything you do/think related to a specific design project

© 2012 Project Lead The Way, Inc.


Engineering Notebook Sections

• Title Page
• Table of Contents
• General Chronological
Entries
• References
• Business/Expert
Contacts

© 2012 Project Lead The Way, Inc.


Standard Page Layout
• Quad ruled paper
• All pages are
– Numbered
– Dated
– Signed by the designer
– Signed by a witness
– Include a statement of
the proprietary nature
of notebook

© 2012 Project Lead The Way, Inc.


Best Practices
• All work is in pen.
• Markers that bleed
through the paper are
not used.
• Pages are sequentially
numbered in ink on the
top outside edge.
• Notebooks are bound.
– Cannot add pages
– Cannot remove pages
© 2012 Project Lead The Way, Inc.
Best Practices
• Entries begin at the
top of the page,
working left-to-right
and top-to-bottom
• Do not leave blank
space. If there is
extra space, draw an
X or a line across it
and sign.

© 2012 Project Lead The Way, Inc.


Best Practices
• If you make a
mistake, draw a line
through it, enter the
correct information,
and initial the change.
• Never erase or
remove anything.

© 2012 Project Lead The Way, Inc.


Best Practices

• Date each entry

© 2012 Project Lead The Way, Inc.


Best Practices
• Inserted items are
permanently attached
– Glue is preferred
– No loose leaf items
• Sign your name so
that it extends across
both the notebook
page and the inserted
document.

© 2012 Project Lead The Way, Inc.


Best Practices
• Sign and date each page before the next
page is started.
• A colleague or mentor should
corroborate the events and facts on each
page and sign as a witness.

• Store the notebook in a safe location.


© 2012 Project Lead The Way, Inc.
Best Practices
• Sketches
– Label all parts of the
sketch
– Describe each sketch

© 2012 Project Lead The Way, Inc.


Best Practices
• Calculations and
figures are clearly
labeled.

© 2012 Project Lead The Way, Inc.


Best Practices
• Progress Entries
– Reflect on tasks
accomplished,
successes, and
failures
– Reflect on future
needs and tasks to be
completed

© 2012 Project Lead The Way, Inc.


Best Practices

Be NEAT,
be ACCURATE,
be LEGIBLE,
and be THOROUGH.

© 2012 Project Lead The Way, Inc.


Historical Example
• Page from Earl Silas
Tupper’s (1907 -

Courtesy of Smithsonian Institute: [Link]


1983) “Invention Diary
and Sketchbook”

• Mr. Tupper developed


a wide range of
inventions, including
Tupperware

© 2012 Project Lead The Way, Inc.


Historical Example
• Everett Huckel Bickley
(1888-1972) original

Courtesy of Smithsonian Institute: [Link]


design notes, for an
electro-mechanical fly
catcher, 1943

• Mr. Bickley developed


dozens of inventions. His
most lucrative invention
was a bean-sorting
machine that separated
good beans from bad.
© 2012 Project Lead The Way, Inc.
Historical Example
• Howard Head (1914 – 1991) original design for an
over-sized tennis racket, 1974
• The larger racket more than doubled the sweet
spot of the traditional racket

Courtesy of Smithsonian Institute: [Link] © 2012 Project Lead The Way, Inc.
Course Binder
• Differs from the Engineering Notebook
• Used to store all course material not
included in the Engineering Notebook
including
– Activities
– Research
IED
– Reference material Course
– Handouts Binder

© 2012 Project Lead The Way, Inc.


Engineering Notebook
• What Is an Engineering Notebook?
• Why Keep an Engineering Notebook?
• Who Keeps an Engineering Notebook?
• Contents
• Engineering Notebook Sections
• Standard Page Layout
• Best Practices
• Historical Examples

© 2012 Project Lead The Way, Inc.


Reference
Tupper, E. S. (1939). Invention diary and sketchbook.
Retrieved from Smithsonian Institute website:
[Link]
Bickley, E. H. (1943). Design notes. Retrieved from
Smithsonian Institute website:
[Link]
Head, H. (1974). Design drawing. Retrieved from
Smithsonian Institute website:
[Link]

© 2012 Project Lead The Way, Inc.

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