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Formal Capstone Written Report Format: 

Part III. Appendices: 
Formatting of appendices is not as closely controlled as other report elements. However, your appendices should be legible, organized, and complete so that the content is both understandable and useful. Maintain accurate spelling, grammar and usage as well other professionalism & quality elements. Page numbering within appendices should include the appendix letter (e.g. A1, A2, for pages of appendix A; then B1, B2 etc. in appendix B. ) Each appendix begins with an appendix title page, e.g. "APPENDIX A, ANALYSIS". Content follows, until the beginning of the next appendix with it's own specific appendix title page.

APPENDIX A. Analysis

The analysis appendix contains mathematical treatments that prove that your proposed design will work as intended, under anticipated loads or usage (including foreseeable mis-use.) Each project will have slightly different analysis needs, based on the design specifics: Often, group projects involve plentiful structural, kinematic and dynamic analysis, including fatigue considerations. Some project groups may encounter primarily heat transfer or thermodynamics issues; Other analysis topics are possible, and many projects contain elements of analysis from multiple areas of engineering. Bottom line is that your group must address and answer design challenges with analytical treatments wherever warranted. Sufficient notes should be included to help a reader process the information therein, especially if computer code is attached.

APPENDIX B. Manufacturing Plan

The Manufacturing Plan is the set of instructions that guide the creation of each individual component, and the assembly of the final product. This segment should consist of concise, step-by-step instructions ("Operations Sheets") on how to fabricate each of the parts you've designed, which machine or tools are used, how long the operation will take, and in what order will fabricated elements be produced. It should also guide the assembly procedure. 

[Side note: The creation of the manufacturing plan sometimes points out shortcomings in design, leading to redesign of components that would have been difficult or impossible to manufacture. While discussions of this redesign effort would not appear in the written manufacturing plan appendix, the fact that redesigns often occur due to this activity illustrates how valuable it is to put a lot of thought into each step of the plan.]

APPENDIX C. Project Management Pland and Project Schedule

All projects are expected to maintain good organization of their project work to ensure quality management and project documentation. Present the project management plan followed by your group that ensured timely completion, control, and submission of deliverables including any and all documents, fabrication of parts, presentation of results, etc. Project plans often rely heavily on a Project Schedule in GANTT CHART form but also include other elements such as configuration management details, notes regarding design decisions, etc. Present the details of how decisions were documented and how final designs were managed.

Early in the semester a Gantt chart schedule was prepared: Updates should have occurred regularly as time passed, and should include the ENTIRE PROJECT not just the first phase. The complete and correct updated version of this schedule, formatted to be legible, should be included here. Significant tasks & milestones should be included. Large Schedules should be printed on 11X17 paper, and fan-folded (50%-25%-25%) so they will tuck into the bound report.

APPENDIX D. Purchased Parts Lists

The purchased parts list is the guide used for buying all "off-the-shelf" parts and raw materials that will be used in your final product. Include part numbers, quantities, manufacturer information, sizes, finishes, and all other information needed to buy the right components. Make this complete enough to hand-off to another person.

APPENDIX E. Engineering Drawings

Engineering Drawings are the engineering build package documents most critical to your design, and will be evaluated with that fact in mind. In an industrial setting the drawings are usually THE contractual documents that control configuration of components. The ability to correctly define and interpret engineering requirements through the language of orthographic projection drawings is one of the key skills for a Mechanical Engineer or Engineering Technologist. Drawing sets will be critically evaluated for content including dimensioning technique, tolerances, material callouts, manufacturing notes, surface finishes, and drawing format (border, title block, drawing numbers, etc.) Most drawings for our course are printed on 8 1/2 X 11, or "A-size" paper. Large drawings can be printed on 11X17 paper (C-size), and fan-folded (50%-25%-25%) so they will tuck into the bound report.

APPENDIX F. Project Budget

All project costs including materials, purchased components, shop expenses, etc. should be included in a table of expected costs. In-kind costs (something that your project didn't actually pay for but has value - such as donated material) should be listed but clearly identified. SAE Cost Reports are a good example of this type of documentation.

other APPENDICES as appropriate...

If certain industry standards (ASME, ASTM, NIST, SAE, etc.) apply to elements of your project, you should identify pertinent sections of the governing specification or standard.

You may wish to include other items in further appendices, such as

  • operation instructions,

  • product manuals,

  • useful reference material,

  • safety and risk management information including material safety data sheets

Formatting should remain consistent with each subsequent appendix entry. Note that in the future (end of 2nd term, after manufacturing and testing is complete), a technical addendum is to be prepared. This document will contain test procedures with results, updated drawings and manufacturing steps, and any other information not included in the original report.

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