3 Using and Communicating Technical Information
3 Using and Communicating Technical Information
3
Using and
communicating
technical
information
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Case Study
Hands On
1. List three essential skills needed by a race engineer working in the motorsport sector.
2. Use the Internet to find out about the job of a motorsport design engineer. How does
Key terms this job compare with that of a race engineer?
Verbal communication –
speaking and listening
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You might not work as a race engineer. But whatever role you have, it is
important to know how to get hold of the information you need to do
your job properly.
Email
Notes
Telephone
Face-to-face
talking and listening Written
Memos
Verbal
Letters
Reports
Ways of
communicating
at work
Graphical
Body language
(non-verbal)
Pointing
Sketches Drawings
Gesturing
Hands On
Working with two or three other students, decide which method of communication you
would use in each of the following situations and why.
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Key terms
Where measurements or dimensions are used these need to be clearly
Dimensions – precise written – both the number and the correct unit. Where measurements
measurements of width, height,
are critical, for example where precision work is being carried out, the
depth and radius
required accuracy and tolerance should also be specified.
Precision – the closeness to the
correct value. When a task is being For example, if you had to produce a case for a small item of electrical
carried out to a high degree of equipment, as an absolute minimum you would need the:
precision any difference from the
correct value is very small
• dimensions of the case
• material the case is to be made from
Accuracy – how exact a value
(e.g. a dimension) is. When a • finish to be applied to the case
measurement is accurate it is very • dimensions of any holes, apertures or fixings.
close (or the same as) the correct
value As an example, the information needed to construct an equipment case
for a particular application might be as follows:
Tolerance – the difference
between the measured value and Dimensions: height 95 mm, width 350 mm, depth 270 mm
the correct value. Tolerance is often Material: mild steel thickness 1.2 mm
expressed as a range of values or a
percentage of the correct value
Finish: paint, light grey RAL 7035
Fixings: M4 captive nuts (4), M4 ×12.7 mm screws (4)
Finish – one or more processes
that are applied to a product in This information is useful but it is still not enough to actually manufacture
order to improve its appearance the enclosure! To be able to make it, you would need a drawing like the
or to protect it from corrosion or one shown in Figure 3.03. This drawing shows the dimensions of the
abrasion
equipment case and a very clear idea of how it will be made.
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Hands On
Take a careful look at the drawing shown in Figure 3.03 and use it to answer the
following questions.
Written documentation
Written information is a very important part of communicating in
engineering and it can take a variety of different forms.
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Application notes
Application notes explain how something is used in a particular
application or how it can solve a particular problem. They provide
a lot of practical information for designers and others who may be
considering using a particular component, process or technology
for the first time.
Technical reports
Technical reports are similar to application notes but they focus
more on how engineering components and devices perform.
They will usually provide detailed specifications and
measurements and also describe how the measurements were
obtained. Technical reports are often illustrated with graphs,
charts, tables and other data.
Catalogues
Most manufacturers and suppliers provide catalogues that list
the range of products they supply. These usually include part
numbers, illustrations, brief specifications and prices.
While catalogues are often very large documents with many
hundreds or thousands of pages, short-form catalogues are usually
also available. These just list part numbers, brief descriptions and
prices but rarely include any illustrations. Catalogues and data
sheets are often stored in electronic form to be downloaded from
the Internet or distributed on CD-ROM.
Manuals
Several different types of manual are used in engineering. The two
most important types are:
• user or operating manuals – designed to be read by the end
user of the product or equipment
• service, repair or maintenance manuals – designed to assist
the repair and/or the routine maintenance of a product.
Key term
Manuals are usually produced by the company that has
PDF – a Portable Document File
manufactured the product but may also be produced by third-
that can be read on a wide range
party companies that specialise in manual production. Manuals
of electronic devices including
desktops and laptops, tablets and
are often supplied as booklets or leaflets but increasingly are being
book readers
made available as PDF files available for download or are supplied
on CD-ROM.
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QUICK CHECK
1 What would you expect to find in an application note?
2 What is the difference between a data sheet and an application note?
3 What would you use a job card for and what information would you expect to find in it?
4 What would you use a work instruction for and what information would you expect to
find in it?
Hands On
Investigate the operating manual for an item of electronic equipment such as a multimeter,
power supply or oscilloscope. List each of the main section headings and describe the
information you find in it. Suggest how the manual could be improved to make it more
useful. Discuss your findings with the rest of the class.
Specifications
Specifications are a precise and comprehensive description of an
engineered part, product or service. Specifications should relate to the
performance of the product in a way that can be measured. They also
relate to what the product is going to look like.
In many cases, specifications form the basis of a contract between a
manufacturer or supplier and a client or customer. For example, what
the purchaser requires and what the manufacturer is going to supply.
There are three basic types of specification:
• General specifications – a detailed written description of the
product including its appearance, construction, and materials used. Key term
• Performance specification – a list of features of the product that Quality – when a product
contribute to its ability to meet the needs of the client or end user. or service is ‘free from defect’
For example, output voltage, power or speed. and will operate according to
specification. It fully meets the
• Standard specification – a description of the materials and
needs and expectations of clients
processes (where appropriate) used in the manufacture of the
or users
product in terms of relevant quality standards (e.g. ISO 9000).
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Voltage: 18 V
Battery pack: 1.3 Ah Lithium ion
Speed: 1300 rpm (max)
Number of speed settings: 2
Max. rpm 1300
Number of clutch settings: 15
Chuck capacity: 12 mm
Weight: 2.5 kg
Charging time: 45 minutes
Hands On
Figure 3.05 A typical cordless drill
Look at the performance specification for the cordless power drill and use it to answer the
following questions.
1. What type of battery is fitted to the drill and how long does it take to recharge?
2. What is the maximum size of drill bit that can be used with the drill?
3. What units are used to specify the speed of the drill?
Hands On
Obtain detailed specifications for any two of the following engineered products:
1. an electrical test meter
2. a battery charger
3. an angle grinder
4. a mains-operated hammer drill.
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Sketches
Sketches are freehand drawings that give a quick impression of what
something will look like. A sketch can be either a two-dimensional (2D)
representation or a three-dimensional (3D) representation (see Figure
3.06). A sketch can also be used to draw a block diagram or a schematic
diagram (see pages 64–65). Additional information, such as labels and Quick Tip
dimensions, can be added to sketches. When you draw a sketch you When making a sketch, it is
need to ensure that it: always best to use an HB pencil
and an eraser rather than a
• is clear and easy to read ballpoint pen. This makes it
• is of a suitable size – otherwise it might be difficult for others to read possible to easily remove any
• uses the correct symbols and drawing conventions unwanted or incorrect lines.
When complete you can always
• is in proportion to the real part or component.
go over your pencil sketch using a
If you don’t follow this guidance, your sketch will be difficult to read permanent ink drawing pen.
and may even put across the wrong information!
QUICK CHECK
1 What is a drawing projection and why do you need to show several different projections
of the same object?
2 List four things that you need to take into account when sketching a part or component.
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Hands On
Produce simple 3D sketches of any two of the following:
• a Vee block
• a pair of dividers
• a torch or inspection lamp
• a standard 13 A three-pin mains plug.
Label your sketch clearly, showing the individual parts and adding approximate dimensions.
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Title blocks
The title block (shown in the bottom right-hand corner of Figure
3.07) contains a great deal of important information, such as the
name of the company, the title of the drawing, and the names of those
responsible for making, checking and approving it. It usually includes
the company’s contact details and the drawing number (sometimes
repeated in the top left-hand corner of the drawing). You may also
find the scale or dimensions used for the drawing and the projection
used (e.g. first or third angle). Take a look at the examples given in
Figures 3.07 to 3.09 to see what other information normally appears
in a title block.
Parts lists
As well as the title block you may find a list of component parts
(together with numbered references shown on the drawing) and
materials to be used. You might also find information such as:
• the finish to be applied
• the units used for measurement and tolerances
• reference to appropriate standards (e.g. BS 8888)
• guidance notes (such as ‘do not scale’).
Drawing scales
Different drawing scales are used depending on the actual size of the
part or component shown in the drawing. Scale is normally given as a
ratio of the size on the drawing to the size in real life. Hence, ‘full size’
corresponds to a scale of 1:1. ‘Reduced scale’ is when the drawing is
reduced, for example to ‘half size’. This is when one unit on the drawing
represents two units in real life and is written as 1:2. Similarly, ‘quarter
size’ is 1:4 (one unit on the drawing is equivalent to four units in real
life). Enlarged scales are also used. So, for example, 2:1 is where two
units on the drawing represent one unit in real life. A scale of 5:1 is
where five drawing units represent one unit in real life.
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Detail drawings
Detail drawings, like the one shown in Figure 3.09, need to provide all
of the information required to make a particular part or component.
Detail drawings usually include dimensions and tolerances as well
as details of any finishes that need to be applied. The amount of
information given in a detail drawing depends very much on the
complexity of the job. For example, drawings for a critical aircraft
component need to be much more detailed than those for a garden tool.
Dimensions
When dimensions are included in a drawing or sketch they should be
noted clearly and neatly to avoid confusion or misinterpretation (see
Figure 3.10). When adding dimensions, you need to:
• closely follow the conventions associated with dimensioning
• make sure they can’t be confused with the original drawing lines
and annotation
• use a common fixed reference point.
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a formal drawing? Explain why this information is important. Figure 3.10 A dimensioned detail
drawing of a part
Hands On
1. Make a copy of the detail drawing shown in Figure 3.10 using an HB pencil, ruler,
square, compasses and an A4 drawing sheet. Don’t forget to include a title block.
2. There are two errors in Figure 3.10. Find the two errors and correct them on your
drawing.
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Isometric drawings
Isometric drawings allow you to show 3D objects in a 2D drawing. It
does this by drawing vertical lines conventionally and all other lines at
an angle of 30° to the horizontal, as shown in Figure 3.11. Lines are
normally drawn using their correct (or correctly scaled) length. Modern
CAD systems make this easy by helping to snap lines to an isometric
Figure 3.11 An isometric drawing grid and also by drawing ellipses to represent circles.
When you need to show an object in more detail, using a series of
views from different directions can be helpful. Two methods are
commonly used: first angle (or ‘English’) projection and third angle
(or ‘American’) projection.
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Hands On
Find at least two examples of isometric drawings (used in your company or supplied by
your tutor). For each drawing identify the front elevation, end elevation and plan view, and
say whether first or third angle projection has been used. Hint: Look for the symbol on the
drawing!
Auxiliary views
In addition to the main views shown on a drawing sheet, it is sometimes
necessary to use additional (or ‘auxiliary’) views in order to clarify the
drawing and reduce ambiguity. Auxiliary views are used when you can’t
show the true outline of the component. They are also used when you
wish to illustrate a particular feature of the component.
QUICK CHECK
1 What is an isometric drawing and how is it constructed?
2 What is the difference between first angle and third angle projection?
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Other diagrams
As well as sketches, GA and detail drawings, engineers use several other
types of diagram including block diagrams, flow diagrams, schematics and
exploded views. All of these provide useful information for engineers.
Block diagrams
Block diagrams are useful for
showing how individual parts
are connected or linked together.
They are not intended to show the
physical relationship between the
parts but instead they show how the
parts are connected together. Block
diagrams use shapes – often square or
rectangular boxes connected together
with arrows to show the flow of
signals, power, fluid or information.
Figure 3.14 shows the block diagram
of a radio receiver. Diagrams like this
can be very useful when carrying out
Figure 3.14 A block schematic diagram for a radio receiver fault finding.
Schematic diagrams
Schematic diagrams are used to show how
Switch off and
Mains No
disconnect mains
components are connected together in electrical,
indicator
illuminated? supply, remove and pneumatic and hydraulic circuits. Schematic diagrams
check mains fuse
use standard symbols and the links between them are
Yes shown with lines. There are several types of schematic
Connect battery to diagram including:
battery charger, taking
care to observe correct
No • Circuit diagrams – used to show how
polarity (red lead Fuse is blown?
positive, black
components are connected in an electric
lead negative) or electronic circuit. The components are
Yes represented by symbols (see Figure 3.16) and the
electrical connections between the components
Replace fuse are drawn using straight lines.
Normal No
charging current
indicated? • Wiring diagrams – used to show the physical
connections between electrical and electronic
Yes components (i.e. the actual layout of the wires).
Return unit for
FINISH warranty repair
Figure 3.15 Flow chart for fault finding on a battery charger
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P2 P1 T
Quick Tip
It is worth remembering that
the position of a component in
a schematic diagram may not
bear any relationship to its actual
physical position. This is particularly
true for circuit diagrams where a
wiring diagram often looks very
different from the corresponding
circuit diagram.
M
Did You Know
Pneumatic circuits and hydraulic
circuits share the same symbols.
You can tell which circuit is
which because pneumatic circuits
Figure 3.17 A hydraulic circuit
should have open arrowheads,
whereas hydraulic circuits should
have solid arrowheads. Also,
Exploded views pneumatic circuits exhaust to the
Exploded views are similar to GA diagrams. The key difference is atmosphere, but hydraulic circuits
that GA diagrams show how the parts fit together when a product is have to have a return path to a
manufactured and exploded views show how they can be taken apart fluid reservoir.
and reassembled.
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E D
G
F
QUICK CHECK
1 What is the difference between a block diagram and a flow chart? Give an example of
what you would use each type of diagram for.
2 Sketch four different symbols used in electronic circuits and name each of the components.
3 What is an exploded view used for? What does it help you to do?
4 Give an example of the use of (a) charts and (b) tables to present engineering data.
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Hands On
Describe the procedures for (a) reporting discrepancies in data or documents and (b) for
reporting lost or damaged documents within your company.
Describe the care and control procedures for documents in your company including (a)
reporting errors and changes, and (b) dealing with damaged or lost documents.
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1 Which one of the following appears in the title 6 Which one of the following is a schematic
block of a drawing? drawing?
a a comprehensive parts list a a bar chart
b the dimensions of each component b a circuit diagram
c the company name and contact information c an isometric view
d isometric or orthographic views, as appropriate d a general arrangement (GA) diagram
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