Konstruktionsmethodik
Kurzbeschreibung des Projektes:
Gerade für jüngere Kleine und Mittelständische
Unternehmen (KMU) besteht eine Reihe von Schwellen,
die sie von der Entwicklung von gewinnträchtigen
Produkten abhalten. In der Software-Entwicklung hat
sich mittlerweile neben dem rein kommerziell orientierten
Bereich ein weiterer etabliert, in dem die Software
offengelegt und von einer großen Gruppe interessierter
Anwender weiterentwickelt wird. Dieses Entwicklungsmodell
wird heute als Open Source (Offene Quelle)
bezeichnet. Der Erfolg einzelner Open-Source Projekte,
z.B. Linux (Betriebssystem), zeigt die Mächtigkeit,
die heute in diesem Modell steckt. Im Rahmen der Experimentellen
Fabrik Magdeburg (ExFa) soll untersucht werden,
ob und welche Möglichkeiten sich aus dem Open-Source-Gedanken
für die Produkt- und Prozessentwicklung ergeben
können (s.a. Leitprojekt
der ExFa). Die zentrale Frage für dieses Vorhaben
lautet: Wie lassen sich die Open-Source-Gedanken
in der Produktentwicklung nutzen?
Ansprechpartner: Prof.
Dr.-Ing. Karl-Heinrich Grote
Detaillierte Informationen zu diesem
Projekt :
Development of a design method for
an open-source product development environment
ABSTRACT
The Open-Source development method was first introduced
and has been successfully applied in the software industry
[1]. This research project, this approach will be applied
to mechanical engineering design and development.
0. Introduction
In 1998, a number of small- and medium-size regional
companies and academic institutions wanted to establish
new forms of cooperation. The resulting consortium is
the Experimental Factory in Magdeburg, Germany. The
Engineering Design Department of Otto-von-Guericke-Universität
received funding from the state of Saxony-Anhalt for
a three year research project on Open Source Development
Methodology (OSDM). The intent of the project is to
study the development and methodologies for effective
product development.
Newly established companies such as those found in
the new states of Germany are often short on economic
and other resources and have difficulties competing
with the developments that come from innovative, technically
advanced and profitable products produced by larger
companies. The reasons for this are largely financial,
both in terms of the lack of technical equipment and
the technological knowledge that is available.
A large part of the labor force in the former East German
states, including the state of Saxony-Anhalt, is employed
in these types of small enterprises. For this reason
it is of particular importance that small and medium
sized businesses are effective in new product development
in order to create new jobs. In order to be successful
in product development, these companies are encouraged
to adopt the OSDM form of cooperative industry.
The companies involved have the opportunity to gain
short-term market advantages by utilizing the resources
and technical expertise of academia, research organizations,
and other companies within the cooperative environment
and applying it to new and innovative product development
methods. Examples of shared resources might be intellectual
property, manufacturing and testing facilities.
The concept of an Open-Source Development Methodology
(OSDM) was developed collaboratively during several
detailed discussions of cooperation between the companies
involved and research institutions. This early collaboration
established buy-in by the companies for OSDM.
1. The Idea of an Open Source Product Development
Methodology
The Open-Source concept was adopted from the field
of Computer and Information Science [1,2,3,4]. Open
source software is source code that is cooperatively
developed and therefore freely distributed among developers
and businesses. One of the results of such cooperation
and free distribution is that the software is continually
improved and refined to the benefit of the greater community.
A well known success story of open source software development
is the operating system Linux.
This research focuses on how to apply an Open-Source
model to product design and development in the physical
world. The research also includes the study of possible
advantages of using this approach for engineering designers,
production companies and customers.
2. The State of the Research
2.1. Open-Source Analysis
The research began with establishing a common platform
for all the companies to have shared understanding of
how new product development, manufacturing and business
plans would work for each individual company and also
for the cooperative as whole. Each company was trained
in proven design methodologies such as those created
by Pahl and Beitz [12] in order to meet customer needs
and have a successful product. The research is mainly
aimed at showing the technical, design, methodical,
organizational and scientific aspects of an open source
product development.
2.2. Traditional Methods for Design and Product
Development
A target product and market were defined for OSDM implementation.
The traditional product development process was considered,
and its relevance to the new approach is illustrated
in Figure 1 [1, 2, 3, 4, 5, 6, 12]. In the diagram below,
circles represent individual participants, arrows show
the direction of information flow, and squares represent
the product being developed. The boundaries illustrate
the division between organizations.
It was found that certain aspects of traditional design
methodologies needed to be modified before being applied
to the problem.

Figure 1: Traditional product development
system
2.3. The Open-Source Approach
Thus far, only preliminary studies have been made of
the associated companies participating in the project,
due to legal issues such as patent rights, ownerships
and other copyright issues that have yet to be resolved.
In the software industry different forms of licensing
and marketing have been developed which might act as
a model for OSDM product development projects.
One of the trade-offs of the Open-Source concept is
that companies can gain from knowledge pooled among
all companies, but there is no mechanism for insuring
that the benefits from the shared are fairly returned.
To address this issue, the status of product knowledge
being shared will be continuously reported.
Contacts that have been established or are considered
as valuable information are:
- Institute for judicial affairs, regarding Open-Source
Software (ifrOSS), Munich, Germany;
- The offices of attorney at law and physicist J. Siepmann,
Freiburg, Breisgau, Germany;
- Institute for Information Science, University of Saarbrucken.
International resources are being researched and taken
into consideration for a future, international introduction
of the described design methodology.
2.4. Company survey
A catalogue of questions was included in the preliminary
statement of intentions and the grant application. The
answers to these questions are for the most part given
in the study.
A sample question from the catalog:
How can the coordination of the Open-Source product
development be implemented within a regional setting?
Figure 2 shows the OS-adjusted method, illustrated
as a contrary to the traditional method described in
Figure 1.
The identified participants in the system are:
- the principal developers (engineers)
- supporting developers
Hobby (amateurs)
Education (students)
Customers (without development intentions)
The method of cooperation was illustrated as follows:
- Shared experience from problems divided between different
employees
- Exchanged information such as
* demands (customer requirements)
* solutions
* recognition of individual contribution

Figure 2: Product development following
the Open-Source concept
Conditions for cooperation are:
- simplified information exchange
- low cost information exchange
- discussion of possible solutions
- “democratic”, shared decision making.
Mechanisms of cooperation are still being developed,
but currently include:
- discussions between companies
- document sharing.
- resource allocation
2.5 Synergy with other Projects
The research of this project is based on the academic
principles of the university, and the established knowledge
and experience are gathered through years of study and
practice. Creative ideas are developed by students and
young scientists, as well as by partners from the industry
and personnel from the technological support and related
sciences within the Experimental Factory [9, 11].
3. Example: Cooperation with regional Small
and Mid-Size Companies
Early stages of cooperative projects with industry
partners can be presented as follows [10]:
Citim Barleben Co. (computer supported innovative technologies
in mechanical engineering) and the metal casting company
“Stassfurt Co.” (both in Germany) have started
cooperating to develop a competitive process chain for
the production of aluminum prototypes. The process chain
that is being developed has the aim of reducing time
and cost. “Citim” will be able to go into
a larger variety of prototype manufacturing and the
metal casting company will be able to increase its productivity
utilizing the new concept. The cooperative effort shows
first results and synergy. The acquired knowledge is
entered into the Open-Source-Database.
New possible partners for collaboration are being considered.
As mentioned before, the intention is the development
of a design methodology including a computer controlled
process chain.
The human and technical interface between the engineers
and technicians of various disciplines, e.g. design
and manufacturing is still today a practical difficulty.
This problem is part of the research in order to establish
an effective utilization of the design and manufacturing
technologies
4. Summary
The analysis of the traditional methods for product
development as well as the investigation into the problems
of an Open-Source approach have established reasonable
foundations for the development of a new and accommodating
design methodology using the Open-Source concept. The
research team is integrating both established and new
methods and creative contributors.
REFERENCES
[1] Grote, A.: Tux für die Welt - Open - Source
macht Entwicklungsländer unabhängiger. In:
c't magazin für computertechnik (2001), Nr. 10,
S. 104-106
[2] Raymond, E. S.: The Cathedral and the Bazaar. O'Reilly,
1999
[3] DiBona, C. et all. (Hrsg.): Open sources: voices
from the open source revolution. O'Reilly, 1999
[4] Nüttgens, M.; Tesei, E.: Open source. Institut
für Wirtschaftsinformatik im Institut für
Empirische Wirtschaftsforschung an der Universität
des Saarlandes, 1999
[5] Young, R.; Rohm, W. G.: Under the Radar: How Red
Hat Changed the Software Business and Took Microsoft
By Surprise. O'Reilly, 1999
[6] Andreasen, M. M.: The Role of Artefact Theories
in Design. In: Universal Design Theory, Shaker, Aachen,
1998, S. 57-70
[7] Tomiyama, T.: General Design Theory and its Extensions
and Applications. In: Universal Design Theory, Shaker,
Aachen, 1998, S. 25-44
[8] Reich, Y.: A critical review of General Design Theory.
In: Research in Engineering Design 1 (1995), Nr. 7,
S. 1-18
[9] Grote, K.-H.; Kimura, I.: Communication to accelerate
product development in a collaborative engineering environment.
In: International Conference on Engineering Design (ICED
01). Glasgow, Aug. 21-23 2001
[10] Grote, K.-H.; Brockop, S.; Berkau, A.: Tools for
Collaborative Innovation and Product Realization. Proceedings
of the 5th International Conference on Managing Innovative
Manufacturing (MIM 2002), September 09 to September
12, 2002 in Milwaukee.
[11] Grote, K.-H.; Fietz, R.; Brockop, S.; Schwarz,
R.; Kaiser, T.; Wernecke, D.: Creating and building
the Experimental Factory - A facility for innovative
product development, process management and production
procedures , Second Saudi Technical Conference &
Exhibition (STCEX), Riyadh, 26-30. October 2002.
[12] Pahl, G.; Beitz,W.; Feldhusen, J.; Grote, K.-H.:
Pahl/Beitz: Konstruktionslehre, 5. Auflage, Springer-Verlag,
Berlin, 2000
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