Category Archives: TAD

Technical Archive Document

TAD Section 7.1 — Engineering Summary

1     Organization and Formatting

1.1    General (same as for other B-sheets; follow this link for easy reference)

1.1    Sheet-Specific — Making it All Fit

It’s a blank page; use it however you wish.  But, be sure to use it carefully to fit as much as you can while maintaining clarity and connectivity among the engineering results.  You can have up to three (3) pages if needed.  Three pages is enough space, and one page is not significantly more space than needed (i.e., if you have a lot of excess space on a single sheet, you have likely fallen short, and the remedy is not just making the text and/or figures obnoxiously big to consume space).

2     Content Presentation

  • There is no specific Page Input or Page Output textboxes/content to be addressed for this page.
  • Summarize calculations and other technical/engineering work done to flesh out the details of your design.
    • Describe the modeling and simulation engineering tools use and why each is used.
    • Include graphical model representations and output of general software tools (e.g., FEA, CFD, Matlab, etc.).
    • Include hand calculations and the like that may be specified for use by catalogs to appropriately select the right-sized component from the catalog.
    • Provide results that support your decisions related to material, size, and shape of components, whether mechanical, electrical, or electromechanical.
  • Graphics should be annotated labeling key characteristics related to design decisions; be sure to keep images and annotations large enough that they are easily read.
  • Remember this is a summary covering inputs, outputs/results, and decisions based on the results; the details are in Appendix C building on previous content from the Preliminary/Feasibility Engineering work-product completed at the PCR stage.

3     Examples of Great Work

Do a great job and be the first!


Matlab is a registered trademark of The MathWorks, Inc.

© 2017, William J. Endres Updated September 21, 2022

TAD Section 6.3 — Primary Components and Rough Budget

1     Organization and Formatting

1.1    General (same as for other B-sheets; follow this link for easy reference)

1.2    Sheet-Specific — Making it All Fit

It’s a blank page; use it however you wish.

2     Content Presentation

This page addresses the second of the four key objectives of your PCR — to convince/persuade your PCR panel (and the SCD program director) that the project can and will be completed within the allocated/secured budget.

  • This section begins with a concise but thorough explanation of your budget. In table format, identify primary components and cost estimates for each item.
  • Costs should be broken down as either purchase price (for standard components), or (for non-standard components/systems) as material cost and manufacturing cost (internal manufacturing being far less expensive than external).
  • Provide the basis/assumptions (e.g., hourly manufacturing cost rates, manufacturing time estimates).
  • Use the following hourly cost rates:
    • $0/hr for internal student machining, fabrication, assembly, etc.
    • $40/hr for internal staff machining, fabrication, assembly, etc.
    • $90/hr for external outsourced machining, fabrication, assembly, etc.
  • Calculate total estimated costs by category (standard, custom – materials, custom – internal manufacturing, custom – external manufacturing). Use of pie charts is tempting; if you do so, make sure you do a good job so it is meaningful and not fluff.

A thorough budgetary analysis with documentation supporting that you have secured commitments to cover any needs beyond the allocated budget is critical to successfully progressing through the PCR stage gate.

3     Examples of Great Work

Do a great job and be the first!

© 2017, William J. Endres Updated September 21, 2022

TAD Section 6.2 — Prototype-Stage Verification Plan

1     Organization and Formatting

1.1    General (same as for other B-sheets; follow this link for easy reference)

1.2    Sheet-Specific — Making it All Fit

This one should be straightforward.  The verification plan tables in DP Manager have been sized and shaped to fit nicely on a B-sheet.

2     Content Presentation

This sheet (along with the previous sheet) addresses the third of the four key objectives of your PCR — this one to convince/persuade your PCR panel that you have a good plan for verifying (via prototype) that each engineering requirement ultimately is satisfied.

  • There is no specific Page Input or Page Output textboxes/content to be addressed for this page.
  • Ultimately, verification of your solution is achieved by evaluating a prototype — a realization of the solution — relative to your engineering requirements. Prototype evaluation includes applying methods of testing and measurement in the physical realm under standard, and in many cases excessive, operating conditions.
  • For each engineering constraint address each constraint indicating how you will demonstrate that it has been satisfied. Likewise, briefly describe how you will evaluate the prototype to demonstrate that the objective (target) has been achieved.  .Include specifics of the fixtures, test protocols, sensors and instruments to be used, including justification of instrument and sensors in regard to their suitability (i.e., range, resolution, etc.).
  • Also describe methods of analyzing the data. Doing a thorough and credible job here is critical to successfully progressing through the PCR stage gate.
  • Insert a graphical rendering of this table from the DP Manager Excel workbook.  Use the copy table buttons (in this case without the heading (“Copy Table Only”) for the TAD).

3     Examples of Great Work

Do a great job and be the first!


Excel is a registered trademark of Microsoft Corporation.

© 2017, William J. Endres Updated September 21, 2022

TAD Section 6.1 — Detail-Design Engineering Plan

1     Organization and Formatting

1.1    General (same as for other B-sheets; follow this link for easy reference)

1.1    Sheet-Specific — Making it All Fit

This one should be straightforward.  The detail-design engineering plan table in DP Manager has been sized and shaped to fit nicely on a B-sheet with ample space to provide representative equations, graphics, etc. as supplementary notes as needed.

2     Content Presentation

This sheet (along with the next sheet) addresses the third of the four key objectives of your PCR — this one to convince/persuade your PCR panel that you have a good plan for verifying (pre-prototype) that each engineering requirement should be satisfied.

  • There is no specific Page Input or Page Output textboxes/content to be addressed for this page.
  • At the PCR stage the detail-design engineering plan must be fully fleshed out.
  • The preliminary/feasibility engineering work is, presumably, completed at the PCR stage; any of the preliminary/feasibility engineering work that is not yet completed at the PCR stage should be assimilated into the detail-design engineering plan.
  • Insert a graphical rendering of this table from the DP Manager Excel workbook.  Use the copy table buttons (in this case without the heading (“Copy Table Only”) for the TAD).

3     Examples of Great Work

Do a great job and be the first!


Excel is a registered trademark of Microsoft Corporation.

© 2017, William J. Endres Updated September 21, 2022

TAD Section 5.3 — Preliminary/Feasibility Engineering Summary

1     Organization and Formatting

1.1    General (same as for other B-sheets; follow this link for easy reference)

1.2    Sheet-Specific — Making it All Fit

It’s a blank page; use it however you wish.  But, be sure to use it carefully to fit as much as you can while maintaining clarity and connectivity among the engineering results.  One page is enough space, but it is also not significantly more space than needed (i.e., if you have a lot of excess space, you have likely fallen short, and the remedy is not just making the test and/or figures obnoxiously big to consume space).

2     Content Presentation

This sheet covers the first of the four key objectives of your PCR — to convince/persuade your PCR panel that your final system-level concept is technically feasible.

  • There is no specific Page Input or Page Output textboxes/content to be addressed for this page.
  • Summarize calculations and other technical/engineering work done to support feasibility of your final system-level concept (i.e., supporting your claims that it can work to satisfy your specific engineering requirements).
  • This should include model-based systems engineering and/or kinematic modeling and simulation. Some projects may require both; other projects may require only one.  To repeat, the intent is to show why your solution can work.
  • This engineering work could also include other types of analysis, for example, FEA, if it is critical to demonstrating feasibility. Note that each project is different and a catch-all, cookie-cutter description here cannot cover all situations.
  • Put the details in Appendix C; only provide a thorough summary here (e.g., note methods used and show final results and conclusions of feasibility as related to specific engineering requirements).

3     Examples of Great Work

Do a great job and be the first!

© 2017, William J. Endres Updated September 21, 2022

TAD Section 5.2 — Preliminary/Feasibility Engineering Plan

1     Organization and Formatting

1.1    General (same as for other B-sheets; follow this link for easy reference)

1.1    Sheet-Specific — Making it All Fit

This one should be straightforward.  The preliminary/feasibility engineering plan table in DP Manager has been sized and shaped to fit nicely on a B-sheet with ample space to provide representative equations, graphics, etc. as supplementary notes as needed.

2     Content Presentation

The work you are planning for here will be the most important element in successfully completing your Project Continuation Review (PCR) at the end of Term-I — not the plan, but the work you have in this plan.

  • There is no specific Page Input or Page Output textboxes/content to be addressed for this page.
  • This page addresses the early stages of design-stage verification — performing preliminary engineering work in support of showing your selected system-level concept can work; that is, it is feasible.
  • At the CSR stage, you need to have a plan in place as to how you will do this once the final system-level concept is selected.
  • Insert a graphical rendering of this table from the DP Manager Excel workbook.  Use the copy table buttons (in this case without the heading (“Copy Table Only”) for the TAD).

3     Examples of Great Work

Do a great job and be the first!


Excel is a registered trademark of Microsoft Corporation.

© 2017, William J. Endres Updated September 21, 2022

TAD Section 5.1 — Design Failure Modes and Effects Analysis

1     Organization and Formatting

1.1    General (same as for other B-sheets; follow this link for easy reference)

1.2    Sheet-Specific — Making it All Fit

This one should be straightforward.  Hopefully the DFMEA table can be legible at the scaling required to make it fit.  That is generally not a problem.  You can split it vertically (an upper and lower portion, though each with headings) across two pages if needed.

2     Content Presentation

Follow the same “Content Presentation” guidance as for the DPFMEA, but in this case the focus is on what (product or process) you are designing (DFMEA), not the design project (DPFMEA) as it was before.  Be sure you have given this work some serious thought (if you have not done so, review the associated work-product guidance and reduce the risk of losing your butt on otherwise avoidable failures and their effects).

3     Examples of Great Work

Do a great job and be the first!

© 2017, William J. Endres Updated September 21, 2022

TAD Section 4.3 — System Overview

1     Organization and Formatting

1.1    General (same as for other B-sheets; follow this link for easy reference)

1.2    Sheet-Specific — Making it All Fit

It’s a blank page; use it however you wish.  Be sure to keep images and annotations large enough that they are easily read.

2     Content Presentation

  • There is no specific Page Input or Page Output textboxes/content to be addressed for this page(s).
  • Provide views of a graphical model that are appropriate for the type of design (physical, mechanical CAD, electrical CAD, etc.).
    • Include more than one view (different viewing perspectives and/or of different subsystems) to assist the reader.
    • The graphical modeling should fully describe your final system-level concept.
    • Include descriptions of detail-level conceptual features and their functionality and manufacturability.
  • Graphics should be annotated labeling key components, subsystems, features.
  • Explicitly note system-level concept design decisions related to safety and manufacturability, pointing them out where possible on the graphics by way of annotations.
  • Brief, bullet-point text should be provided to explain the function of each part, its material composition, and the way it will be made (and who will make it) or where it will be purchased.

3     Examples of Great Work

Do a great job and be the first!

© 2017, William J. Endres Updated September 09, 2022

TAD Section 4.2 — Supporting Engineering Summary

1     Organization and Formatting

1.1    General (same as for other B-sheets; follow this link for easy reference)

1.2    Sheet-Specific — Making it All Fit

It’s a blank page; use it however you wish.  But, be sure to use it carefully to fit as much as you can while maintaining clarity and connectivity among the engineering results.  You can have a second sheet if needed.  Two pages is enough space, and one page is not significantly more space than needed (i.e., if you have a lot of excess space on a single page, you have likely fallen short, and the remedy is not just making the text and/or figures obnoxiously big to consume space).

2     Content Presentation

  • There is no specific Page Input or Page Output textboxes/content to be addressed for this page(s).
  • Summarize calculations and other technical/engineering work done to support your final system-level concept selection rationale/decisions (i.e., that the chosen final concept is indeed better than the others).
  • Put the details in Appendix C; only provide a thorough summary here (e.g., show here the methods used, the final results, and decisions made from each; all the inputs and intermediate steps and results between the inputs and final results are for Appendix C).

3     Examples of Great Work

Do a great job and be the first!

© 2017, William J. Endres Updated September 09, 2022

TAD Section 4.1 — Pugh Analysis

1     Organization and Formatting

1.1    General (same as for other B-sheets; follow this link for easy reference)

1.2    Sheet-Specific — Making it All Fit

See the Page-Specific guidance for the System-Level Concept Evolution pages.

2     Content Presentation

  • Commence the page by populating the Page Input textbox.  List any information that has evolved during the earlier rounds leading to this highly narrowed field of final candidate concepts.
  • Insert graphical renderings from the DP Manager Excel Use the copy table buttons on the Excel worksheet (typically the “Copy Table with Heading” button for use in the TAD).  Include:
  • the round’s Pugh Analysis chart (below the Page Input textbox); and
  • the data table for the round’s best system-level concept.
  • In the pre-titled Notes textbox, provide conclusive reasoning for your concept assessment claims, referencing the supporting engineering summarized on the next page.
  • Complete the page by populating the Page Output textbox.  In this case, the page output simply includes where this information is next used and for what and/or how it is used (“where next”).

3     Examples of Great Work

Do a great job and be the first!


Excel is a registered trademark of Microsoft Corporation.

© 2017, William J. Endres Updated September 09, 2022