Revision Workshop | Pearson BTEC Nationals — Mandatory Units, Formulas & Worked Examples
A force is a push or pull measured in newtons (N). Forces are vectors — they have magnitude and direction. A body is in static equilibrium when the resultant force and resultant moment are both zero.
A simply supported beam rests on two supports and can carry point loads (concentrated forces) and uniformly distributed loads (UDLs). To find reactions, take moments about one support and resolve vertically.
A UDL of w N/m over length L can be replaced by a single resultant force W = w × L acting at the midpoint of the loaded section.
A free body diagram (FBD) isolates a body and shows ALL external forces acting on it: weight, applied forces, reaction forces, friction, and tension. Essential for solving equilibrium problems.
These equations describe motion with uniform (constant) acceleration in a straight line:
Where: s = displacement (m), u = initial velocity (m/s), v = final velocity (m/s), a = acceleration (m/s²), t = time (s).
Viscosity (μ) is a fluid's resistance to flow, measured in Pa·s. Reynolds number determines whether flow is laminar (Re < 2000) or turbulent (Re > 4000).
A polytropic process follows PVⁿ = constant, where n is the polytropic index:
Any linear circuit with two terminals can be replaced by a single voltage source V_Th in series with a resistance R_Th. To find:
Mesh analysis uses KVL around independent loops. Assign a mesh current to each loop, write KVL equations, and solve simultaneously.
Nodal analysis uses KCL at each node. Choose a reference node (ground), assign voltages to other nodes, write KCL equations, and solve.
In a linear circuit with multiple sources, the current/voltage at any point equals the algebraic sum of contributions from each source acting alone (other voltage sources shorted, current sources opened).
| Act / Regulation | Key Points |
|---|---|
| HASAWA 1974 | Primary H&S legislation. Employers must ensure health, safety & welfare of employees so far as reasonably practicable. Employees must take reasonable care and cooperate with employer. |
| COSHH 2002 | Control of Substances Hazardous to Health. Requires risk assessment for hazardous substances, control measures, health surveillance, and training. |
| PUWER 1998 | Provision and Use of Work Equipment. Equipment must be suitable, maintained, inspected, used only by trained persons, with guards and controls. |
| LOLER 1998 | Lifting Operations and Lifting Equipment. Lifting equipment must be strong enough, stable, marked with SWL, examined periodically (6 or 12 months). |
| PPE Regulations 2022 | Personal Protective Equipment must be provided free, suitable for risk, maintained, stored correctly, and used by employees. |
| RIDDOR 2013 | Reporting of Injuries, Diseases and Dangerous Occurrences. Employers must report deaths, specified injuries, over-7-day incapacitation, and dangerous occurrences. |
Risk Rating = Likelihood × Severity. Use a 5×5 matrix to classify risk as Low (1-4), Medium (5-12), or High (15-25).
| Likelihood \ Severity | 1 Trivial | 2 Minor | 3 Moderate | 4 Major | 5 Fatal |
|---|---|---|---|---|---|
| 5 Certain | 5 | 10 | 15 | 20 | 25 |
| 4 Likely | 4 | 8 | 12 | 16 | 20 |
| 3 Possible | 3 | 6 | 9 | 12 | 15 |
| 2 Unlikely | 2 | 4 | 6 | 8 | 10 |
| 1 Rare | 1 | 2 | 3 | 4 | 5 |
In order of effectiveness (most to least):
The Control of Substances Hazardous to Health (COSHH) Regulations 2002 require employers to control exposure to hazardous substances in the workplace. This covers chemicals, fumes, dusts, vapours, mists, gases, and biological agents.
| Substance | Hazard | Control Measures |
|---|---|---|
| Cutting fluids/coolants | Skin irritation, dermatitis, mist inhalation | LEV extraction, barrier cream, gloves, regular fluid testing |
| Welding fumes | Respiratory damage, metal fume fever, carcinogenic (hexavalent chromium in stainless steel welding) | LEV at source, RPE (FFP3 minimum), welding screens |
| Solvent-based paints/adhesives | CNS depression, liver damage, fire risk | Substitute with water-based alternatives, ventilation, RPE |
| Grinding dust | Respiratory irritation, silicosis (stone/concrete) | Wet grinding, LEV, dust masks (FFP2+) |
| Flux (soldering) | Respiratory sensitisation, eye irritation | Tip extraction, no-clean flux where possible, ventilation |
| Body Area | PPE Type | Standard | Engineering Application |
|---|---|---|---|
| Eyes | Safety spectacles, goggles, face shields | EN 166 | Machining (swarf), grinding (sparks), chemical splash |
| Hearing | Ear plugs, ear defenders | EN 352 | Grinding, pressing, CNC operation (above 85 dB action level) |
| Hands | Nitrile gloves, leather gauntlets, cut-resistant gloves | EN 388 | Chemical handling, welding, sheet metal work (NOT near rotating machinery) |
| Feet | Steel toe-cap boots with midsole protection | EN ISO 20345 (S1-S5) | All workshop activities — falling objects, sharp debris |
| Respiratory | FFP1/FFP2/FFP3 masks, powered respirators | EN 149 | Welding fumes, paint spraying, grinding dust |
| Body | Overalls, welding aprons, high-vis vests | Various | General workshop, welding (leather apron), site work (hi-vis) |
| Head | Hard hats, bump caps | EN 397 | Construction sites, overhead hazards |
The Reporting of Injuries, Diseases and Dangerous Occurrences Regulations 2013 requires employers to report certain workplace incidents to the HSE.
Manual handling causes over a third of all workplace injuries. The regulations follow the hierarchy: Avoid manual handling where possible, Assess the risk if it cannot be avoided, Reduce the risk of injury as far as reasonably practicable.
| Factor | Considerations |
|---|---|
| T — Task | Does it involve twisting, stooping, reaching, pushing, pulling, repetitive movement, or prolonged effort? |
| I — Individual | Does the person have the physical capability? Pregnant workers, young/old workers, fitness level, training? |
| L — Load | Is it heavy, bulky, difficult to grasp, unstable, sharp-edged, or hot/cold? |
| E — Environment | Are there space constraints, uneven floors, slopes, poor lighting, extreme temperatures, or strong winds? |
The Electricity at Work Regulations 1989 require all electrical systems to be constructed, maintained, and used to prevent danger.
| Type | Shape & Colour | Meaning | Examples |
|---|---|---|---|
| Prohibition | Red circle with diagonal line, white background | DO NOT do this | No smoking, no entry, no mobile phones |
| Mandatory | Blue circle, white symbol | MUST do this | Wear eye protection, wear hard hat, wash hands |
| Warning | Yellow triangle, black border & symbol | DANGER — be aware | Electrical hazard, flammable, corrosive, laser |
| Safe Condition | Green rectangle, white symbol | Safe information | Fire exit, first aid, assembly point, eye wash |
| Fire Equipment | Red rectangle, white symbol | Fire fighting equipment | Fire extinguisher, fire hose reel, fire alarm point |
The design brief is a short statement of the problem and what the product must achieve. The Product Design Specification (PDS) is a detailed document covering all requirements:
Use techniques like brainstorming, morphological analysis, SCAMPER, and sketching to generate multiple concepts. Evaluate using a weighted evaluation matrix:
| Criterion | Weight | Concept A | Concept B | Concept C |
|---|---|---|---|---|
| Cost | 5 | 4 (20) | 3 (15) | 5 (25) |
| Strength | 4 | 5 (20) | 4 (16) | 3 (12) |
| Ease of Manufacture | 3 | 3 (9) | 5 (15) | 4 (12) |
| Aesthetics | 2 | 3 (6) | 4 (8) | 4 (8) |
| Total | 55 | 54 | 57 |
Third-angle projection (BS 8888): Plan view above, front view in centre, end view to the right. Always include the projection symbol.
Tolerances define the acceptable range of a dimension. Example: 50 ± 0.1 mm means the part can be 49.9 to 50.1 mm.
Geometric Dimensioning and Tolerancing controls the form, orientation, and location of features beyond simple linear tolerances:
| Category | Examples | Properties | Applications |
|---|---|---|---|
| Ferrous Metals | Mild steel, stainless steel, cast iron, tool steel | Strong, hard, magnetic (except austenitic SS), can corrode | Structural steelwork, shafts, gears, machine frames |
| Non-ferrous Metals | Aluminium, copper, brass, titanium | Lighter, corrosion resistant, non-magnetic, good conductivity | Aircraft, electrical wiring, heat exchangers |
| Polymers — Thermoplastics | ABS, nylon, PVC, polycarbonate, HDPE | Mouldable when heated, recyclable, lightweight, electrical insulators | Housings, pipes, packaging, automotive trim |
| Polymers — Thermosets | Epoxy, polyester resin, phenolic (Bakelite) | Cannot be remelted, hard, heat resistant, brittle | Circuit boards, brake pads, composite matrices |
| Composites | CFRP, GFRP, Kevlar, concrete | High strength-to-weight ratio, anisotropic, expensive | Aerospace, racing cars, wind turbine blades |
| Ceramics | Alumina, silicon carbide, zirconia | Very hard, heat resistant, brittle, electrical insulators | Cutting tools, brake discs, spark plug insulators |
| Process | Description | Suitable For |
|---|---|---|
| Sand casting | Molten metal poured into sand mould | Low-volume, complex shapes, large parts (engine blocks) |
| Die casting | Molten metal injected into metal mould under pressure | High-volume, good surface finish, non-ferrous metals |
| Forging | Metal shaped by compressive forces (hammer/press) | High-strength parts (crankshafts, connecting rods) |
| CNC machining | Computer-controlled cutting (turning, milling, drilling) | Precision parts, prototypes, medium volumes |
| Injection moulding | Molten polymer injected into mould cavity | High-volume plastic parts, complex shapes |
| Welding (MIG/TIG/MMA) | Joining metals by fusion with filler material | Structural joints, fabrication, repair |
| Additive manufacturing | 3D printing — building layer by layer (FDM, SLS, SLA) | Prototyping, complex geometries, low volume, custom parts |
| Property | Definition | Units / Measurement | Example Values |
|---|---|---|---|
| Tensile Strength (UTS) | Maximum stress a material can withstand before fracture under tension | MPa (N/mm²) | Mild steel: 400 MPa, Aluminium 6061: 310 MPa, CFRP: 600+ MPa |
| Yield Strength | Stress at which permanent (plastic) deformation begins | MPa | Mild steel: 250 MPa, Aluminium 6061: 276 MPa |
| Hardness | Resistance to surface indentation or scratching | HB (Brinell), HV (Vickers), HRC (Rockwell C) | Mild steel: 120 HB, Tool steel: 60 HRC, Alumina ceramic: 2000 HV |
| Toughness | Energy absorbed before fracture — resistance to crack propagation | J (Joules) from Charpy/Izod test | Mild steel: 100+ J (tough), Cast iron: 5 J (brittle) |
| Ductility | Ability to be drawn into wire or stretched without fracturing | % elongation at fracture | Copper: 50%, Mild steel: 25%, Cast iron: <1% |
| Malleability | Ability to be hammered or rolled into thin sheets without cracking | Qualitative comparison | Gold (most malleable), aluminium, copper — high malleability |
| Thermal Conductivity | Rate at which a material conducts heat energy | W/m·K | Copper: 385, Aluminium: 205, Steel: 50, PVC: 0.16 |
| Electrical Conductivity | Ability to conduct electric current | S/m (Siemens per metre) | Copper: 5.96×10⁷, Aluminium: 3.77×10⁷ |
| Density | Mass per unit volume — affects weight of components | kg/m³ | Steel: 7850, Aluminium: 2700, Titanium: 4500, HDPE: 960 |
A stress-strain graph is produced from a tensile test and reveals key material behaviour:
| Test | What It Measures | Method | Key Details |
|---|---|---|---|
| Tensile Test | UTS, yield strength, ductility, Young's Modulus | Specimen pulled apart in a universal testing machine (UTM) at controlled rate | Produces stress-strain graph. Specimen has standard gauge length (BS EN ISO 6892-1) |
| Hardness Test — Brinell | Hardness (HB) | Hardened steel or tungsten carbide ball pressed into surface under known load | HB = F / (πD/2)(D - √(D²-d²)). Good for castings and softer metals. Leaves large indent. |
| Hardness Test — Vickers | Hardness (HV) | Diamond pyramid indenter pressed into surface | HV = 1.854F/d². Works on all materials. Small indent — good for thin sections and surface-hardened parts. |
| Hardness Test — Rockwell | Hardness (HRA, HRB, HRC) | Depth of penetration measured under minor then major load | Quick, direct reading from machine dial. HRC scale (diamond cone) for hard steels. HRB (ball) for softer metals. |
| Charpy Impact Test | Toughness (impact energy) | Notched specimen struck by swinging pendulum; energy absorbed = mgh difference | V-notch specimen. Tests at different temperatures to find ductile-to-brittle transition temperature. |
| Izod Impact Test | Toughness (impact energy) | Similar to Charpy but specimen clamped vertically and struck at the top | Mainly used for polymers and composites. Less common than Charpy for metals. |
| Feature | Ferrous Metals | Non-Ferrous Metals |
|---|---|---|
| Composition | Contain iron (Fe) as primary element | Do not contain iron (or only trace amounts) |
| Magnetism | Magnetic (except austenitic stainless steel) | Non-magnetic |
| Corrosion | Prone to rusting (except stainless steel) | Generally good corrosion resistance |
| Cost | Generally cheaper (mild steel very economical) | Generally more expensive |
| Density | Higher density (steel ~7850 kg/m³) | Often lower (aluminium ~2700 kg/m³) |
| Common Alloys | Mild steel (0.1-0.3%C), medium carbon (0.3-0.6%C), high carbon (0.6-1.4%C), stainless steel (Cr 10.5%+), cast iron (2-4%C) | Brass (Cu+Zn), bronze (Cu+Sn), duralumin (Al+Cu+Mg), titanium alloys (Ti-6Al-4V) |
| Material Type | How It Works | Engineering Application |
|---|---|---|
| Shape Memory Alloys (SMA) | Return to pre-set shape when heated above transformation temperature (e.g., Nitinol — Ni-Ti alloy) | Stents, actuators, eyeglass frames, aerospace couplings |
| Piezoelectric Materials | Generate voltage when mechanically stressed (and vice versa — deform when voltage applied) | Sensors (accelerometers, pressure), actuators (inkjet printers), ultrasonic transducers |
| Thermochromic Materials | Change colour in response to temperature change | Temperature indicators, baby bath thermometers, smart windows |
| Photochromic Materials | Darken when exposed to UV light, return to clear when UV removed | Transition lenses (spectacles), smart glazing |
| Electroluminescent Materials | Emit light when electric current passes through | EL panels for backlighting, safety signage, decorative lighting |
2D CAD replaces traditional drawing boards. Software such as AutoCAD, DraftSight, or LibreCAD is used to produce orthographic projections, sectional views, and detail drawings to BS 8888 standards.
| Type | Description | Software Examples | Best For |
|---|---|---|---|
| Parametric Modelling | Features defined by parameters (dimensions, constraints) that can be edited. Full design history/feature tree. Changes propagate through model. | SolidWorks, Inventor, Fusion 360, CATIA, Creo | Mechanical parts, assemblies, design iteration, production engineering |
| Surface Modelling | Creates complex curved surfaces using NURBS (Non-Uniform Rational B-Splines). Defines outer skin with no solid interior. | Rhino, Alias, CATIA (Class A surfaces) | Automotive body panels, consumer product styling, aerodynamic shapes |
| Solid Modelling | Creates closed 3D volumes with mass properties. Boolean operations (union, subtract, intersect). Can calculate mass, volume, centre of gravity. | SolidWorks, Inventor, SolidEdge | Manufacturing planning, structural analysis, tooling design |
| Direct/Push-Pull Modelling | Edit geometry directly without a parametric history tree. Move, push, pull faces. Quick conceptual changes. | SpaceClaim, Fusion 360 (direct mode) | Quick concept models, editing imported geometry, early-stage design |
Finite Element Analysis (FEA) divides a component into thousands of small elements (mesh) and calculates stress, strain, displacement, and temperature distribution under applied loads and constraints.
G-code is the programming language used to control CNC machines. Modern CAM software (Fusion 360, Mastercam, HSMWorks) generates G-code automatically from 3D models, but understanding the basics is essential.
| Technology | Full Name | Material | Process | Advantages | Limitations |
|---|---|---|---|---|---|
| FDM | Fused Deposition Modelling | Thermoplastic filament (PLA, ABS, PETG, Nylon) | Heated nozzle extrudes molten filament layer by layer | Cheap, widely available, range of materials, functional parts | Visible layer lines, anisotropic strength, support structures needed for overhangs |
| SLA | Stereolithography | Photopolymer liquid resin (standard, tough, flexible, castable) | UV laser cures liquid resin one layer at a time | Excellent surface finish, high detail/accuracy, smooth parts | More expensive resin, post-curing required, limited material strength, messy process |
| SLS | Selective Laser Sintering | Nylon (PA12, PA11), TPU powder, glass-filled nylon | Laser sinters (fuses) powder particles layer by layer | No support structures needed, strong functional parts, complex geometries | Expensive machines, rough/powdery surface, limited material choice, slow |
| Feature | CAD/CAM | Manual / Traditional |
|---|---|---|
| Speed of changes | Parametric edits propagate instantly — fast design iteration | Entire drawing may need redrawing for one dimension change |
| Accuracy | Mathematical precision, no human measurement errors in production | Depends on skill of draughtsman/machinist |
| Repeatability | CNC produces identical parts every time from the same program | Each manually-made part has slight variations |
| Complexity | Can produce geometries impossible by hand (3D printing, 5-axis CNC) | Limited by human skill and manual tool capability |
| Simulation | FEA, CFD, motion analysis before physical prototype — saves time and money | Requires building and testing physical prototypes for every iteration |
| Documentation | Digital files, version control, easy sharing and collaboration | Paper drawings can be lost, damaged, or hard to distribute |
| Cost (high volume) | Lower per-unit cost at scale, reduced labour, less waste (nesting, optimisation) | Higher per-unit labour cost, more material waste |
| Cost (setup) | High initial investment in software, hardware, and training | Low initial cost — basic tools and drawing equipment |
A lifecycle assessment evaluates the total environmental impact of a product from raw material extraction through to final disposal — also called "cradle to grave" analysis.
| Strategy | Description | Engineering Example |
|---|---|---|
| Design for Disassembly (DfD) | Design products so they can be easily taken apart for repair, recycling, or component reuse | Using snap fits instead of adhesive bonding; standardised fasteners; labelling plastic types |
| Design for Recycling (DfR) | Use recyclable materials, minimise material types, avoid mixed materials that are hard to separate | Single-polymer products, avoiding metal inserts in plastic mouldings, using recycled aluminium |
| Lean Manufacturing | Eliminate waste (TIMWOOD), reduce energy and material consumption through efficiency | Just-In-Time delivery reduces inventory waste; Kanban prevents overproduction |
| Near-Net-Shape Manufacturing | Produce parts close to final dimensions to minimise machining waste | Investment casting, powder metallurgy, forging — less material removed as swarf |
| Additive Manufacturing | Build parts layer by layer — material only where needed, minimal waste | 3D printed aerospace brackets — 50-70% lighter than subtractive methods, less material waste |
| Closed-Loop Recycling | Manufacturing waste is recycled back into the same production process | Aluminium swarf collected, remelted, and recast into new billets |
| Material | Recyclability | Energy Saving vs Virgin | Notes |
|---|---|---|---|
| Aluminium | Infinitely recyclable | 95% energy saving | Very economical to recycle. Widely collected. No loss of quality. |
| Steel | Infinitely recyclable | 74% energy saving | Magnetically separated. Most recycled material in the world. |
| Copper | Infinitely recyclable | 85% energy saving | High scrap value. Easily separated and remelted. |
| Thermoplastics | Recyclable (but quality degrades) | ~70% energy saving | Must be sorted by type (resin ID codes). Contamination reduces quality. Often downcycled. |
| Thermosets | Not conventionally recyclable | N/A | Cross-linked structure cannot be remelted. Research into chemical recycling and grinding as filler. |
| Composites (CFRP) | Difficult to recycle | Varies | Fibre and matrix bonded together. Pyrolysis can recover carbon fibres but degrades them. |
| Legislation | Purpose | Impact on Engineering |
|---|---|---|
| Environmental Protection Act 1990 | Controls pollution to air, water, and land. Defines "duty of care" for waste management. | Manufacturers must properly manage and dispose of all waste, keep records, use licensed waste carriers |
| WEEE Directive | Waste Electrical and Electronic Equipment — producer responsibility for recycling | Manufacturers must fund collection and recycling of electronic products at end of life |
| RoHS Directive | Restriction of Hazardous Substances — bans lead, mercury, cadmium, hexavalent chromium, PBBs, PBDEs in electronics | Lead-free soldering, alternative materials for plating and flame retardants |
| REACH Regulation | Registration, Evaluation, Authorisation of Chemicals — requires data on chemical hazards | Manufacturers must know and declare chemical composition of materials used |
| Climate Change Act 2008 | UK legally binding target to reduce greenhouse gas emissions to net zero by 2050 | Drive towards energy efficiency, renewable energy in manufacturing, carbon reporting |
ISO 9001 is the international standard for quality management systems (QMS). It uses a process approach and the Plan-Do-Check-Act (PDCA) cycle.
| Approach | Key Features |
|---|---|
| TQM | Total Quality Management — everyone responsible for quality, customer focus, continuous improvement, prevention over inspection |
| Six Sigma | Data-driven methodology. DMAIC (Define, Measure, Analyse, Improve, Control). Target: 3.4 defects per million opportunities |
| Lean Manufacturing | Eliminate 7 wastes (TIMWOOD: Transport, Inventory, Motion, Waiting, Over-processing, Over-production, Defects). Tools: 5S, Kaizen, Kanban, Value Stream Mapping |
| Kaizen | Continuous small improvements. Involves all employees. "Change for the better" |
Value analysis systematically examines each function of a product to achieve the required function at minimum cost. Value = Function / Cost. Questions: Does this component contribute to function? Can it be eliminated, combined, or simplified?
SPC uses statistical methods to monitor and control a manufacturing process, ensuring it operates at its full potential to produce conforming product. SPC detects variation before it causes defects.
A control chart plots sample measurements over time against control limits to distinguish common cause from special cause variation.
| Method | Description | When Used |
|---|---|---|
| 100% Inspection | Every single item checked | Safety-critical parts, very high-value items, small batches |
| Random Sampling | Items selected randomly from the batch | Large batches, non-critical dimensions, routine monitoring |
| Systematic Sampling | Every nth item inspected (e.g., every 20th part) | Production lines, regular quality monitoring |
| AQL Sampling (BS 6001/ISO 2859) | Acceptable Quality Level — statistical sampling plan. Sample size and accept/reject numbers determined by batch size and AQL percentage. | Goods-inward inspection, supplier quality, batch acceptance |
| First-off Inspection | First part from a new setup is checked before production run begins | CNC setup, new tooling, start of shift |
Six Sigma is a data-driven quality methodology targeting 3.4 defects per million opportunities (DPMO). It uses the DMAIC cycle:
| Phase | Activities | Tools Used |
|---|---|---|
| Define | Identify the problem, customer requirements, project scope, team | Project charter, SIPOC diagram, voice of customer (VOC) |
| Measure | Collect data on current process performance, establish baseline | Data collection plans, process maps, measurement system analysis (MSA) |
| Analyse | Identify root causes of defects and variation | Fishbone (Ishikawa) diagrams, Pareto analysis, 5 Whys, scatter plots, hypothesis testing |
| Improve | Develop and implement solutions to eliminate root causes | Design of experiments (DOE), piloting, cost-benefit analysis |
| Control | Sustain improvements, monitor the process, prevent regression | Control charts (SPC), control plans, standard operating procedures (SOPs), training |
TQM is a management philosophy where quality is everyone's responsibility — from the shop floor to senior management.
| Method | What It Does | Accuracy | Applications |
|---|---|---|---|
| CMM (Coordinate Measuring Machine) | Touch probe measures X, Y, Z coordinates of points on a surface. Compares actual geometry to CAD model. | ±0.001 mm typical | Complex 3D parts, aerospace, automotive, first article inspection |
| Go/No-Go Gauges | Fixed gauges that check if a dimension is within tolerance. "Go" side should fit; "No-Go" side should not. | Checks tolerance limits only — no actual measurement | Batch production, holes (plug gauge), shafts (ring/snap gauge), threads |
| Vernier Calliper | Measures external/internal dimensions and depth | ±0.02 mm (analogue), ±0.01 mm (digital) | General workshop measurement, quick checks |
| Micrometer | Precise external measurement using screw mechanism | ±0.001 mm (digital) | Shaft diameters, thickness measurement, precision work |
| Surface Roughness Tester | Measures Ra (average roughness) of a surface using a stylus | Depends on range | Machined surfaces, sealing faces, bearing surfaces |
The ISO system of limits and fits (BS EN 20286) defines the relationship between mating parts — how tightly or loosely they fit together.
| Fit Type | Description | Shaft/Hole Relationship | Example Application |
|---|---|---|---|
| Clearance Fit | Shaft is always smaller than hole — guaranteed gap | H7/f6, H7/g6 | Sliding bearings, pistons in cylinders, location fits |
| Transition Fit | May have slight clearance or slight interference depending on actual sizes | H7/k6, H7/n6 | Locating bearings, gear hubs, pulleys on shafts |
| Interference Fit | Shaft is always larger than hole — must be pressed or shrunk to assemble | H7/p6, H7/s6 | Press-fit bearings, wheel hubs, permanent assemblies |
Your proposal should include:
A Gantt chart is the most common project planning tool. Tasks are listed vertically and time runs horizontally. Each task is shown as a horizontal bar indicating start date, duration, and end date.
CPA uses a network diagram to identify the longest path through the project — the critical path. Any delay on this path delays the entire project.
| Term | Definition |
|---|---|
| EST (Earliest Start Time) | Earliest a task can begin, considering all preceding tasks |
| EFT (Earliest Finish Time) | EST + Duration of the task |
| LST (Latest Start Time) | Latest a task can start without delaying the project |
| LFT (Latest Finish Time) | Latest a task can finish without delaying the project |
| Float (Slack) | LST - EST (or LFT - EFT). Time a task can be delayed without affecting the project end date. Critical path tasks have zero float. |
PERT (Program Evaluation and Review Technique) accounts for uncertainty by using three time estimates for each task:
| Estimation Method | Description | Accuracy |
|---|---|---|
| Analogous (Top-Down) | Based on cost of similar past projects — quick but rough | ±25-50% |
| Parametric | Uses cost per unit of measure (e.g., £/kg material, £/hour machining). Scales based on project parameters. | ±15-25% |
| Bottom-Up | Estimate every individual task/component, then sum. Most detailed and time-consuming. | ±5-15% |
| Three-Point (PERT) | Optimistic + 4×Most Likely + Pessimistic, divided by 6. Accounts for uncertainty. | Includes risk range |
Stakeholders are individuals or groups who have an interest in or are affected by the project. Manage them using a power/interest grid:
| Low Interest | High Interest | |
|---|---|---|
| High Power | Keep Satisfied (senior management, sponsors) | Manage Closely (key decision makers, project board) |
| Low Power | Monitor (general public, minor suppliers) | Keep Informed (end users, team members) |
| Method | What It Evaluates | How to Apply |
|---|---|---|
| Against Specification | Did the product/outcome meet the original PDS or success criteria? | Systematic check of each specification point — pass/fail with evidence from testing |
| Time Performance | Was the project completed on schedule? | Compare planned Gantt chart with actual completion dates. Identify causes of any delays. |
| Budget Performance | Was the project completed within budget? | Compare estimated costs with actual expenditure. Break down by category (materials, labour, equipment). |
| Quality of Outcome | Does the product function correctly and meet quality standards? | Test results, dimensional inspection, user feedback, comparison with existing solutions |
| SWOT Analysis | Strengths, Weaknesses, Opportunities, Threats of the project outcome | Structured reflection covering internal factors (S,W) and external factors (O,T) |
| Peer Review | External assessment of your work by others | Present to peers/tutors, gather feedback on design decisions, quality of documentation, and outcomes |
| Protocol | Wires | Speed | Use Case |
|---|---|---|---|
| UART/Serial | 2 (TX, RX) | Up to 115200 baud | PC communication, GPS modules, Bluetooth |
| I2C | 2 (SDA, SCL) | 100-400 kHz | Multiple devices on same bus (sensors, displays, RTCs) |
| SPI | 4 (MOSI, MISO, SCK, CS) | Up to 10 MHz | Fast data transfer (SD cards, displays, DACs) |
If displacement s is a function of time t:
To find turning points: set dy/dx = 0 and solve. To classify: find d²y/dx² — if positive it is a minimum, if negative it is a maximum.
If dy/dx = f(x) × g(y), separate variables: ∫ 1/g(y) dy = ∫ f(x) dx, then integrate both sides.
| Quantity | Symbol | SI Unit | Unit Symbol |
|---|---|---|---|
| Force | F | newton | N (kg·m/s²) |
| Pressure | P | pascal | Pa (N/m²) |
| Energy / Work | E, W | joule | J (N·m) |
| Power | P | watt | W (J/s) |
| Current | I | ampere | A |
| Voltage / EMF | V, ε | volt | V (J/C) |
| Resistance | R | ohm | Ω (V/A) |
| Capacitance | C | farad | F (C/V) |
| Inductance | L | henry | H (V·s/A) |
| Magnetic flux | Φ | weber | Wb (V·s) |
| Flux density | B | tesla | T (Wb/m²) |
| Frequency | f | hertz | Hz (s⁻¹) |
| Charge | Q | coulomb | C (A·s) |
| Temperature | T | kelvin | K |
| Torque | T | newton-metre | N·m |
| Angular velocity | ω | radian per second | rad/s |
| Moment of inertia | I | kilogram metre² | kg·m² |
| Prefix | Symbol | Factor |
|---|---|---|
| tera | T | 10¹² |
| giga | G | 10⁹ |
| mega | M | 10⁶ |
| kilo | k | 10³ |
| milli | m | 10⁻³ |
| micro | μ | 10⁻⁶ |
| nano | n | 10⁻⁹ |
| pico | p | 10⁻¹² |
| Colour | Digit | Multiplier | Tolerance |
|---|---|---|---|
| Black | 0 | ×1 | — |
| Brown | 1 | ×10 | ±1% |
| Red | 2 | ×100 | ±2% |
| Orange | 3 | ×1k | — |
| Yellow | 4 | ×10k | — |
| Green | 5 | ×100k | ±0.5% |
| Blue | 6 | ×1M | ±0.25% |
| Violet | 7 | ×10M | ±0.1% |
| Grey | 8 | — | ±0.05% |
| White | 9 | — | — |
| Gold | — | ×0.1 | ±5% |
| Silver | — | ×0.01 | ±10% |
Mnemonic: Better Be Right Or Your Great Big Venture Goes Wrong
| Material | Density (kg/m³) | Tensile Strength (MPa) | Young's Modulus (GPa) | Melting Point (°C) |
|---|---|---|---|---|
| Mild steel | 7850 | 400-550 | 200 | 1425-1540 |
| Stainless steel (304) | 8000 | 505-750 | 193 | 1400-1450 |
| Aluminium (6061-T6) | 2700 | 310 | 69 | 580-650 |
| Copper | 8960 | 210-250 | 117 | 1085 |
| Brass (70/30) | 8530 | 325-385 | 110 | 915-955 |
| Titanium (Ti-6Al-4V) | 4430 | 900-1170 | 114 | 1604-1660 |
| Cast iron (grey) | 7200 | 150-400 | 100-120 | 1150-1200 |
| Nylon 6,6 | 1140 | 70-85 | 2.8 | 255 |
| ABS | 1050 | 40-50 | 2.3 | — (amorphous) |
| CFRP | 1550 | 600-3500 | 70-200 | — (decomposes) |
| Letter | Name | Common Engineering Use |
|---|---|---|
| α (alpha) | Alpha | Angular acceleration, temperature coefficient |
| β (beta) | Beta | Phase angle, transistor gain |
| γ (gamma) | Gamma | Ratio of specific heats (c_p/c_v) |
| δ (delta) | Delta | Small change, deflection |
| Δ (Delta) | Delta (cap) | Change in quantity (ΔT, ΔV) |
| ε (epsilon) | Epsilon | Strain, EMF, permittivity |
| η (eta) | Eta | Efficiency |
| θ (theta) | Theta | Angle, temperature |
| λ (lambda) | Lambda | Wavelength |
| μ (mu) | Mu | Micro (10⁻⁶), dynamic viscosity, permeability, friction coefficient |
| π (pi) | Pi | 3.14159..., ratio of circumference to diameter |
| ρ (rho) | Rho | Density, resistivity |
| σ (sigma) | Sigma | Stress, standard deviation |
| Σ (Sigma) | Sigma (cap) | Summation |
| τ (tau) | Tau | Shear stress, time constant, torque |
| φ (phi) | Phi | Phase angle, magnetic flux |
| Φ (Phi) | Phi (cap) | Magnetic flux (total) |
| ω (omega) | Omega | Angular velocity (rad/s) |
| Ω (Omega) | Omega (cap) | Ohm (unit of resistance) |