RESHAPING THE APPROACH TO THE MECHANICAL ENGINEERING LABORATORY

Richard S. Figliola*
Professor and Chair
Department of Mechanical Engineering
Clemson University
Clemson, SC 29634-0921
fgliola@ces.clemson.edu


ABSTRACT

Changes in the undergraduate curriculum were made to meet several goals for our students: improving abilities to utilize fundamental concepts to solve multidisciplinary engineering problems, improving skills in solving open-ended design problems, focusing on proficiency in using fundamental engineering concepts, and improving teamwork and communication skills. An aspect of this revision was our common belief that the laboratory curriculum should help to achieve those goals, including making engineering education more interesting. A revised laboratory curriculum was developed and implemented that includes four lab courses. We have moved towards multifocus lab exercises that encourage discovery and open-ended exercises. The paper examines each of the four laboratory courses, the rationale, the objectives and the expected outcomes. Highlights include a sophomore 'discovery' lab, a two-semester junior measurements lecture/lab sequence, and a senior design-oriented lab. Our intent is to develop a student engineer who can plan, build, execute and report to meet an engineering test objective.


INTRODUCTION

The undergraduate mechanical engineering laboratories serve several purposes within a curriculum. These include (in no order of emphasis): reinforcement and exercise of engineering principles and measurement principles, exposure to instrumentation and systems and engineering practice, training in test techniques, development of creative thinking and diagnostic skills, developing proficiency in data analysis and presentation, and a platform for practice in technical communication. With such a broad set of intentions, the laboratory syllabus can become cluttered leading to unrealistic expectations. This is complicated by the technical level of the student. In an effort to focus, the subject specific laboratory course has become a common format. However, the thrill of discovery and the multidisciplinary nature of engineering can be lost with such formats, just as the time commitment required by the student can not be easily balanced against the rewards gained.

The faculty of the Department of Mechanical Engineering at Clemson University have been implementing changes in the undergraduate curriculum based on several goals for our students: improving abilities to utilize fundamental concepts to solve multidisciplinary engineering problems, improving skills in solving open-ended design problems, focusing on proficiency in using fundamental engineering concepts, and improving teamwork and communication skills 1. An aspect of this revision was the common belief that the laboratory curriculum should help to achieve those goals, including making engineering education more interesting.

The mechanical engineering lab curriculum has been revised. The previous subject specific lab sequence has been replaced with labs having a much broader, but pedagogically sound, focus. We attempt to incorporate a nurturing to build technical maturity, discovery to add breadth, and a vertically integrated lab structure to introduce teamwork. Both our expectations and our approach to lab conduct change with the student's technical age and subject exposure. Recognizing that engineering involves multidisciplinary decisions, we have revised our labs eliminating subject specific lab courses. We now attempt to integrate traditional subject topics, often within the same lab exercise objective. We continue to expose the student to the concepts of test design to meet an objective.

In effect, we have disassembled our narrow focus laboratories, such as those dedicated solely to heat transfer or vibrations, and have put broader engineering lab courses in their place. We believe that we have done this without losing focus of the importance of fundamental concepts, including those dealing with measurements themselves. In fact, we are finding that the fundamental concepts can be more effectively reinforced in this new format which more closely reflects engineering practice.

Our former lab sequence consisted of two junior year labs: a 1 semester credit hour strengths of materials lab and a 3-credit measurements lab, and three 1-credit senior year labs: a thermal systems lab, a mechanical systems lab, and a materials processing lab. The new lab sequence contains a 1-credit sophomore lab, two 2-credit junior labs, and a 1-credit senior lab. We use a common text 2 for the labs and lectures and supplement each course with a Laboratory Manual of exercises, policies, and specific equipment information. In this paper the labs will be discussed along with supporting requirements to meet the needs of our students.

SOPHOMORE 'DISCOVERY' LABORATORY

The typical engineering student today has excellent visual and computer skills but tends to lack previous hands-on exposure to mechanical devices. Brought up on television and video games, we find many juniors unable to conceptualize the interaction of mechanical devices (piston/cylinders, motors, linkages, etc.) common to engineering science texts mostly because they have not been exposed to or handled such devices in their developing years. They have difficulty with freebody diagrams and line drawings mostly because they have little appreciation for basic elements. Manufacturing and assembly methods are new to them. They can not appreciate the simple beauty of a well-made, simple to operate part, preferring something that is animated or interactive. In most ways this is just social evolution so our teaching methods must evolve to take advantage of their strengths in visualized learning.

Accordingly, we have introduced a sophomore lab devoted to the discovery of how things operate and how they are put together. The main principle that each lab assignment must adhere to is discovery learning. Pre-prepared data sheets are not used. Prescribed instructions are limited and replaced mostly by prompting questions. We wanted to create hands-on, inquiring exercises with substantial communication and group learning. Communication skills are exercised both in the interaction and the formal reporting stage.

A typical exercise has each student within a small group examining a mechanical device or system. The group provides written and oral feedback on issues such as: How does it work, what are the critical parts and why, why is it made as it is, how could it be done differently, and/or how would you access (measure or document) its function(s). To prepare students for the lab experience, we allow two one-week lab exercises devoted to safety and communication formats, proper use of hand tools, and basic calibration techniques.

The format of this lab has students working in small groups of three or less. The physical laboratory space uses partial space reserved for the upper division labs bringing the sophomores in contact with junior and senior level students. A typical 14-week semester schedule includes up to eight specific assignments. This allows weeks for discussion and exploratory learning. A selection of example topics are given in Table 1. The assignments can be staggered to allow best scheduling of equipment. Each lab section of 12 students is manned by two teaching assistants under the direction of a faculty coordinator and a technician. We have been careful to assign some of our most experienced, articulate, and energetic graduate teaching assistants to this lab. From a faculty teaching load management perspective, lab coordination has counted the same as a three-credit course.

Consider the lab exercise on IC Engines. In this lab, students operate and then tear down a five horsepower, 2-stroke engine. They are instructed to identify each working part in terms of the engine operation and its relation to generating and regulating power and motion. They deduce, measure and compute values, such as the displaced volume. They reassemble the engine and comment on possible ease of maintenance with suggestions. Graduate assistants interact by asking questions of each group as they progress through the exercise. Students see, touch and measure the hardware, relate it to physical operations, and observe packaging methods.

TABLE 1
SOPHOMORE LABORATORY up

Safety issues. Report writing and Data Presentation
Metrology (calipers, micrometers, ultrasonic devices, etc.)
Behavior of gearing (cam/gears devices, tolerances, dimensions as statistical quantities)
Manufacturing with design decisions (reverse engineering of hand tools)
Prime Movers (operation and disassembly of pump/motor or IC engine, cycles)
Air Conditioning (understanding heat exchangers, valves, compressors, cycles)
Deformation of Materials (influence of geometric shape on deformation)
Structures (static truss structures)
Vibration (influence of basic elements: mass, stiffness, damping)

An expected outcome from this course is for students to become familiar with mechanical components and their inner workings. We believe that the students will grasp the abstract concepts in engineering science more easily if they have prior experience with hardware associated with the concepts. They should become comfortable working in groups, in pursuing answers to their own questions, and in expressing their findings.

JUNIOR MEASUREMENTS LABORATORY

The Junior Measurements Laboratories are a two-semester, two-credit hour sequence. In developing these courses, we affirmed that the basis of engineering measurements is a science that deserved coverage within the curriculum. We recognized that test planing is a design exercise that required vertical development in the curriculum. Successful engineering tests utilize both. Further, we directed ourselves to introduce the student to measurements through reinforcement of the engineering science being developed in concurrent course work. We also felt that the lab exercises should not be too prescribed as to curb independent thought. We felt that our previous one semester Measurements course was too intense to develop proficiency over exposure. Yet our five-year and older alumni often stated that this was a most useful course, just too fast paced. So, our rationale for a two semester sequence was to allow the student's technical maturity to develop at a more normal pace.

In these two courses, we attempt to elevate the student's maturity level in measurement design through the concepts of calibration, system response, uncertainty analysis, and instrumentation. We try to build on the dexterity and inquisitive skills developed in the sophomore lab and begin to apply these skills to attacking engineering problems. Concurrent with the first course in this sequence, students are required to take a course in Applied Statistics and Design offered by our Experimental Statistics Department.

Each course consists of a weekly one-hour lecture and a weekly afternoon lab. Students work in groups of three. Lab exercises are staggered to permit best use of equipment. One teaching assistant is assigned per lab section of twelve. The lectures and lab coordination are weighed in faculty assignment as the same as a normal three-hour lecture course.

Lectures (Table 2) are oriented towards instruction in measurement science concepts, including uncertainty analysis and test design. Typical lab exercises (Table 3) allow students to understand basic measurement methods with reinforcement of engineering science concepts common to the junior year. Also stressed is the cause and effect related to uncertainty in testing and methods to minimize uncertainty by proper test design. Students in this lab interact with Senior Lab students in one exercise, by assisting in evaluating or calibrating devices planned for use in senior lab experiments.

Most lab exercises are planned to run for two weeks to allow time for test planning and conduct, test preparation, and discussion. Students are provided an objective and a specific procedure to perform but must decide for themselves the test range, number of data points, and analysis methods to be used to meet the objective. Again here, prompting questions tend to replace prescribed steps. Still in Junior Lab I, experiments tend to be more prescribed than in Junior Lab II, reflecting the maturity level achieved by the student in each course. For example, rather than ask students in Junior Lab II simply to calibrate a flowmeter at prescribed flowrates, students are asked to plan and execute a test to answer the question: What is the operating range for which the flowmeter meets a 5% uncertainty? Published Codes are provided from which the students themselves extract the only "prescribed" feature of this experiment.

Students are required to bring a prelaboratory test plan at the beginning of each new experiment. Here the student anticipates the approach that he/she will take, the range and number of data required, how the data will be analyzed into a result that answers the basic question or meets the objective. Groups critique each others plan, discuss and assess a logical approach and coordinate a group plan. We find that this forces students to plan ahead and think about the upcoming experiment. The method is neither perfect nor popular but it has been effective.

TABLE 2 up

JUNIOR LAB I - LECTURES

Test Planning and Randomization
Calibration
Discrete Sampling and Data Acquisition
Basic Circuits, Loading Errors
Basic Instrumentation

JUNIOR LAB II - LECTURES

Uncertainty Analysis
System Dynamics and Models
Dynamic Signal Analysis
Data Analysis
Instrumentation

TABLE 3 up

JUNIOR LAB I - EXERCISES

Static Calibration/Instrument Rating
Data Acquisition Systems
Cam/Follower Mechanisms
IC Engine Cycle and Performance
Displacement, Velocity, Acceleration
Pressure and Flowmeter Calibration
Material Tensile Test/Strain Gauge

JUNIOR LAB II - EXERCISES

Frequency Response/Signal Interpretation
Senior Lab Interface/Calibration
Vibrating Structures: Damping,
   Compliance, Resonance
Blower Test/Implementing ANSI codes
Material Fatigue and Failure
Air Condition Performance/Energy Balance

The expected outcome of these courses is for students to become proficient in measurement methodology, test conduct, reporting, and test planning. Students should become comfortable in developing a plan to meet specified objectives. Students should understand that the manner and tools used in a test can affect the resulting conclusions drawn from the test.

SENIOR LABORATORY

A broad scale lab, which focuses on systems, processing and manufacturing, is taken in the senior year. These lab exercises tend to have well-defined goals but are open-ended in terms of meeting those goals. Ideally, the lab exercises involve some combination of concepts from the thermal, mechanical, manufacturing, and/or materials behavior stems. By this level, we expect that students provided an objective can: Plan, build, execute and report. Students specify major elements of the test and are responsible for instrumentation and data acquisition selections. Accordingly, students take up to several weeks to plan, prepare and calibrate, execute, and report their test results. A critical feature of these labs is that each exercise involves the process of design.

The one-semester course consists of three to four lab exercises and meets one afternoon per week. Students work in groups of three. Lab exercises (Table 4) are staggered to permit best use of equipment. Two teaching assistants are assigned per lab section of twelve to ensure for safety and work under a faculty coordinator. The lab exercises change with each semester but tend to make use of the large equipment and facilities assigned to this lab, including: furnace, rolling mill, controlled lathe with instrumented cutting tools, MTS testing machine, subsonic wind tunnel, engine dynamometer, ASME/ANSI fan test facility, small-scale cooling tower, 100-kg shaker, packed/fluidized bed, and HVAC loops.

TABLE 4
SENIOR LAB up

Design/execute Jominy Test with materials analysis
Determine cutting tool force, dynamic behavior, and heating on a lathe
Strength and fatigue tests for composite materials
Design/Determine method to estimate center-of-gravity on a motorized vehicle

An expected outcome of this lab course is that students can make intelligent decisions about engineering test methods to meet real objectives. We expect that each exercise has been met through careful planning and appropriate analysis. In effect, this lab parallels our first semester senior year course in engineering design but with a hands-on, physical approach.

TECHNICAL WRITING

Written communication is well exercised in our labs. However, we discovered long ago that while the engineering laboratory provided an excellent opportunity for the practice of written communication, it was not efficient for engineering professors to engage in formal instruction in writing. Yet instruction was needed. We have found two methods that seem to work well.

Many semesters ago, we teamed with colleagues in the English Department to offer a course in Technical Writing. Initially, the course was a complete failure, at least from the engineering perspective. Students spent time writing "technical" cover letters over invented nonsense and practiced updating their resumes. Students never really engaged in technical communication as we practice it, namely reports, briefs, and summaries. To rectify this, several English instructors teamed with our junior lab course instructors to provide parallel courses: A lab in which to do the work and a technical writing course to work on dissemination of the information. Students were co-enrolled in the courses. The practice was very successful on three counts. First, the engineers were pleased with the improvement in technical communication observed over the course of the semester. Second, the English faculty provided input on grammar and structure. Third, the students found that they enjoyed the lab course much more - in effect, they began to understand better what they were doing and felt like engineers in being able to explain it.

The downside of this method is that English professors can not critique what they do not understand. For example, at first the simple concept of static calibration was simply alien to them. This required the English instructors to sit in on lectures and the lab itself. From the English Department point-of-view this was not time efficient. From the results, it was extremely effective. After one semester of training, these faculty were quite in-sync with the engineering needs. Faculty from both departments only need to meet about once every couple weeks to keep in step. However, those English faculty who did not fully participate in the training were simply not effective. The method requires a strong commitment from both the English and Mechanical Engineering Departments to remain viable. Because of this, we have experienced strong fluctuations in effectiveness between semesters.

The second method we have tried involves our Department hiring English instructors to critique submitted work. We have had some success at this due, in most part, to the availability of some capable staff. This is also a very workable strategy compared to the first method. However, the reduction in appropriate formal instruction, as compared to the first method, has a noted impact on work submitted by the average and sub-average student.

SUMMARY

A full revision of the mechanical engineering laboratory curriculum at Clemson University has been discussed. An intention of the revision was to move towards multifocus lab exercises that encourage discovery and open-ended exercises. The paper has examined each lab, the rationale, the objectives and the expected outcomes. The sequence builds on student technical maturity as the student advances in the curriculum. Our end result is intended to be a student engineer who can: Plan, build, execute and report to meet an engineering objective.

REFERENCES

1. Beasley, D.E., S.B. Biggers, C.O. Huey, Curriculum Development: An Integrated Approach, ASEE Frontiers in Education Conference, Atlanta, GA, Nov. 1995.

2. Figliola, R.S. and D.E. Beasley, Theory and Design for Mechanical Measurements, 2nd ed., Wiley, New York, 1995.


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