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Albiñana , Vila Materials & Design 2012 Author version
Stages
ABSTRACT: The main aim of this research work is to draw up a framework proposal for integrated
materials and process selection in product design. Following an in-depth review of existing studies and
the factors that influence decision-making, the flow of reasoning in the process is defined and the
relations among the parameters of the whole life cycle to be considered in the conceptual design phase are
established. This analysis is then used to define a workflow that breaks the work down into stages and
Keywords: product design and development, materials selection, manufacturing process selection, product
lifecycle, stage-gate
1. Introduction
Product design necessarily involves accomplishing the goals that stem from the analysis of an idea that
arises after detecting or creating needs in the consumer. The feasibility of the design is the result of
evaluating the technology and the current status of the issue. The voice of the customer is used as the
basis to define the design characteristics and the product is detailed as a series of functionalities.
From the point of view of the materialisation of the product, both manufacturers and engineers are
constantly searching for new materials and manufacturing processes that allow them to maintain a
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Albiñana , Vila Materials & Design 2012 Author version
The process of selecting appropriate materials requires a solid definition of the specifications of the
Yet, the path from abstraction to concretion or from creativity to focalisation is not independent of the
procedure or process adopted, which is what will make it possible to obtain more or less optimised
solutions. This is due to the fact that the number of materials and new manufacturing processes is
constantly on the rise, thereby making it more difficult to detect an innovation and apply it.
Hence, there is a need for a strategy to translate a new idea into detailed information that can be applied in
manufacturing and which transforms requirements and specifications into material-manufacturing process
alternatives, as in a transfer function. This strategy leads to models for developing new products that can
be descriptive, prescriptive or managerial and which fit different solutions. For example, design
methodologies for manufacturing and assembly reduce the total number of parts, thereby improving the
costs, reliability and quality of the final product, since it has fewer components. This therefore makes
Further still, materials and process selection requires an interdisciplinary effort, duly documented
information and tacit knowledge, which is not easily made explicit. Support methods are therefore
needed. It is for this reason that, in many cases, they are often selected by means of “trial and error”, the
most widely used argument being that they were used in the past and lived up to expectations.
Other procedures that can be a source of knowledge for coming up with ideas and selecting are suppliers’
design guidelines, sectorial studies or the knowledge acquired through quality systems and customer
service. Many components are manufactured by external suppliers and exclusive rights to knowledge are
In the case of product design, it can be said that the whole is always greater than the sum of its parts and
products will have functionalities, characteristics and a value that are higher than those of their
components. Nonetheless, appropriate manufacturing with the correct material for each of their
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Albiñana , Vila Materials & Design 2012 Author version
In order to define a model for materials and process selection it is necessary to abstract oneself to the
point where the whole life cycle of a product can be visualised, thereby allowing all of the implications in
The selection of materials, geometry and manufacturing processes is not independent from the product
development model that is adopted. A broader view will lead us to observe the life cycle of the product as
a whole.
It is essential to establish differentiated stages, since this facilitates management and the improvement
processes as a cyclical activity, that is, each new product provides the basis for some future development.
This work comprises the following parts: analysis of the current status of the issue, the framework
proposal and the selection strategy for the conceptual design phase.
2. Related Work
Product design and development necessarily entails the task of gathering knowledge, which is essentially
a description that tells us how things are related to experience. This description needs to be reflected by
means of a model that is in fact a simplified representation of a phenomenon. A set of models together
offers a holistic view for a larger system of phenomena that is called its “theory”. From a theory and a set
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Researchers, on the one hand, attempt to describe what things are like (descriptive research) and, on the
other, they work on ways to alter things, which is known as normative research. When the latter involves
improving the object and includes practical operations that are part of the life cycle of a product, then we
If we take into account the degree of universality, then a distinction can be drawn between intensive
studies (specific cases represented by means of ideographic knowledge) or extensive ones (knowledge
A scenario of limited resources and a sustainable economy allows for the concept of ecological
The development of new products is affected by the surrounding environment and pressure from the
market and this will determine the degree of success, recognition and competitive advantage obtained by
those products.
Incompatibility between materials and manufacturing processes can affect decisions regarding the
geometry.
The designer establishes the geometry, the materials specialist searches for functionalities and limit
The earliest work carried out in this field dates back to the early 1970s with Arimoto’s evaluation of
producibility (Producibility Evaluation Method, PEM), which focused only on modelling and evaluating
Later, Jacobsen addressed design by always taking the function of the component as the starting point [2].
Then Alting and Haudrum defended the selection of the manufacturing process by means of
Boothroyd and Dewhurst also developed the design for manufacture and assembly (DFMA)
methodology, which focuses on eliminating inefficiency in design, simplifying the structure, cutting costs
and quantifying improvements [4]. On the other hand, Swift and Booker [5] proposed a methodology
based on costs, by means of models of manufacturing processes called PRIMA (Process Information
Maps).
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Ashby [6] was the first to develop a methodology focused exclusively on materials selection aided by
screening based on limit values (“Screening”) and property indices to establish comparisons by
maximising or minimising (“Ranking”). At present, the CES (Cambridge Engineering Selector) system
also takes into account the geometries for parts, manufacturing processes and selection functions with
Eco-audit criteria.
The Brinell Centre in Stockholm developed MATOP in 2003. This involves integrated materials
selection, by mathematical optimisation, with the aid of algorithms of the behaviour in terms of
Arizona State University developed a tool for analysing producibility, with a database, knowledge
management of the material, manufacturing resources, processes and design components. The database
interacts with two different user interfaces for design and engineering [8].
In nearly all the studies carried out on integrated materials and process selection, there are both generic
methods and methods that are dedicated to particular products in very specific sectors. The generic
methods contain indications about the steps to be taken and help to achieve a global framework by
translating ideas into industrial design products and establishing the design phases and the stages of
selection in parallel [9]. In these generic methods we find two phases: screening and ranking. The
screening methods make it possible to discard certain elements in accordance with a set of specific rules,
whereas ranking methods evaluate the different solutions by means of parameterised functions or
Tools for selecting materials in samples of products [10] include aspects of user-process interaction and
help to specify requirements that are difficult to quantify, such as sensory properties.
Catalogue-based methods allow the user to see the personality of designs, forms and combination of
materials. Attributes that are difficult to convert into numeric values need to be compared with others to
In questionnaire-based methods functional requirements are classified in two categories: rigid (complies
or does not comply) and soft (or relative). Edwards proposed a structured questionnaire consisting of
checklists in order to improve the probability of optimum design by exploring the design both before and
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during the process of materials selection [11], [12], [13], [14]. Pedgley, on the other hand [15], gathered
real needs from the interaction of automated questionnaires and transferred them to process selection.
Most selection systems are implemented through search engines that interact with databases. One of the
Sectoral databases such as CAMPUS (Plastics Computer Aided Material Preselection by Uniform
Standards), the global network for professionals in materials, minerals and mining, the International
American Society of Materials – ASM or the National Resource Center for Materials Technology USA
The University of Arizona has developed a platform of databases for knowledge about materials,
manufacturing resources, processes and design components that interacts with two different user
The latest trends are aimed towards methods based on artificial intelligence that are capable of processing
the large number of materials that are generated each day using intelligent agents that can perceive their
surroundings, process them and give a response by maximising or minimising the result of a specific
function, geometry, material and process. These systems are capable of solving problems that require
knowledge and reasoning thanks to the information from one or more experts in a specific area, together
with predefined rules that constitute this knowledge base [15], [16] and [17].
There are essentially three main types: those based on previously established rules, those based on cases –
The rule-based expert systems are not limited to just the screening task but also participate in the ranking
Case-based expert systems address new problems by using information from solutions to previous
Multi-criteria decision-making methodologies are an attempt to take into consideration all the parameters
that affect materials and process selection. They highlight conflicts that appear when trying to optimise
them all at the same time and allow a compromise to be reached. For example, Chau and Parkan [20] used
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the RMS (Response Surface Methodology) method to analyse direct costs in the attributes and proposed a
Jee and Kang [21] used the concept of entropy to evaluate the weighting of each property of the material
and the TOPSIS (Technique for Order Preference by Similarity to Ideal Solution) technique to classify
Shanian and Savadogo compared the results of TOPSIS and VIKOR MCDM (Vikor Multi-Criteria
Decision-Making) so that “Outranking” relations could later be used in materials selection by means of
ELECTRE IV [22].
Chan and Tong used grey analysis for materials selection. Situations for which there is no information are
defined as black while full information is white; intermediate situations between these two extremes are
described as grey, cloudy or fuzzy [23]. Edwards and Deng proposed materials selection through a
combination that takes into account the multiplicity of optimal indicators [14]. Manshadi developed a
numerical method focused on the weighting of two factors, namely, non-linear normalisation and digital
logic [24]. Khabbaz developed a simplified fuzzy logic approach with Manshadi’s method [25].
Fayazbakhsh used the Z-transformation for the statistical normalisation of the properties of materials. The
same author compared the Z-transformation with the MDL (minimum description length) method of
normalisation and concluded that the Z-transformation yielded better results [26].
Finally, Chuu developed a decision support method based on fuzzy logic (FMS – fuzzy multiple attribute
decision-making selector method) for selecting the manufacturing process on the basis of multiple
attributes [27].
Important examples of studies focused on the multi-criteria application include Rao and Parnichkun [28],
who used combinatory mathematics to evaluate alternatives in flexible manufacturing systems and
proposed a multi-attribute method (MADM) that uses subjective preferences for materials selection [29].
Gyurova [17] used the OBS (optimal brain surgeon) method to streamline the neural networks method
and eliminate unnecessary nodes. Maniya and Bhatt [30] used the preference selection index (PSI)
method, the Graph Theory and Matrix Approach (GTMA) and TOPSIS. Cicek and Celik used the fuzzy
logic axiomatic model (Generic Framework of the Fuzzy Axiomatic Design - Model Selection Interface,
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FAD-MSI). Sapuan and Mujtaba [18] analysed the uses of neural networks in Composites. Tuzkaya [31]
used Analytical Network Process (ANP) and PROMETHEE to perform the selection.
Examples of methods with a clearly defined design objective include Johnson and Kirchain, who focused
on cost methods for materials selection [32], or Zhou [33], who took into account the environmental
factors in the life cycle by means of neural networks (ANN) and genetic algorithms (GAs) for the multi-
Finally, there are also studies that review developments in the field and help us to gain an overall vision
of the current status of the issue. These include the work of Jahan [34] or Chatterjee [35], who compares
the new decision support methods VIKOR MCDM, ELECTRE, COPRAS (Complex proportional
As we have seen, the need to define methods that bring us closer to correct decision-making when it
comes to materials and process selection has given rise to a vast amount of research in this field. This has
allowed new lines of work to be opened up, since the level of complexity of products and their
components requires rigorous management in all aspects of the life cycle, and materials have the greatest
specific weight.
Accordingly, and to be able to make a proposal after analysing the work carried out to date, we need a
framework with a general vision that allows us to define a method with appropriate tools to match each
phase of the life cycle, with special attention being given to the conceptual design.
The following table summarises the current status of the issue in the literature and the contribution made
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1989 Methodology for design Establishes six different ways of addressing the
Jacobsen Interrelation of geometry, material & manufacturing design, always taking the function of the
process component as the starting point
1989 Databases of the UK Department of Trade and Industry Different selection solutions in a variety of sectors
Materials Matter programme
1992 CES
Ashby
1992 Software interfaces. Design methodologies for Design model. Guidelines for orienting design in
Boothroyd & Dewhurst manufacturing, facilitating the manufacture of parts and concurrent engineering in order to simplify the
design for making assembly easier structure of the product, reduce manufacturing
and assembly costs, and quantify improvements
1996 Software interfaces and consultancy system based on Software tools for drawing up reports and offering
Chalmers University of databases – Life Cycle Assessment, Life Cycle Inventory advice on the life cycle of products
Technology
1997 Methodology for design. Methodology for cost-based Analogy by graphs and correlation coefficients
Swift & Booker process selection
1997 Free search in multi-criteria manufacturing processes Screening phase using preset values within limits
Fuzzymat Bassetti and materials databases using a fuzzy logic algorithm
Genetic and fuzzy logic algorithms
FuzzyCast
FuzzyGlass
1998 Analogy based on reasoned cases. Selection of optimal Approach by means of a decision tree
Astek expert Lae methods of joining based on existing solutions
1999 Free search. Optimisation of materials selection and Genetic algorithm and mechanical modes of
Sandwich selector Lemoine suitable dimensions for structural sandwiches selection for creating possible solutions
2000 Free search and questionnaire. Expert system for Screening phase using a recursive algorithm
CAMD Landru, developing the set of requirements by means of coupled
equations and value analysis
2001 IVF - Swedish Institute of Production Engineering System of materials selection by means of case-
Research based reasoning
R. Amen, P. Vomacka
2002 Analogy. Guidelines for analysing faults and possible Reasoned practical cases
solutions from a database of typical cases
Failure expert Bouget
2002 Questionnaire. Optimisation of the selection of extruded Screening phase using preset values in a
Fuzzy extrude Heiberg aluminium alloys, including extrusion and the form questionnaire
through an expert system
2003 Development of tools for the integrated optimisation of Mathematical optimisation by means of
MATOP materials Software interfaces algorithms of the behaviour of the materials in
Brinell Centre, Stockholm terms of selection and use
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2005 Layer-independent domain for DFM and its application to Databases and management of knowledge about
ASU-DFM framework die-stamping and injection moulding (Material and material, manufacturing resources, processes
development procedure process based on CAD geometry) and design components This database interacts
Interface between designer and knowledge engineering with two different user interfaces for design and
engineering
2006 – 2009 Expert systems based on “Outranking” relations Materials selection by means of ELECTRE IV and
comparison with TOPSIS and VIKOR MCDM
Shanian et al.
2007 Grey and fuzzy logic analyses Provides selection techniques that fit the real
situation
Chan & Tong
Pedgley
2009 Z-transformation for the statistical normalisation of the Compares the Z-transformation with the MDL
properties of materials (minimum description length) normalisation
Fayazbakhsh et al.
method
2009 Decision support method by use of fuzzy logic (FMS), the Selects the manufacturing process on the basis of
“fuzzy multiple-attribute decision-making selector multiple attributes
Chuu
method”
2009 Uses environmental factors in the life cycle by means of Multi-objective materials selection
neural networks (ANN) and genetic algorithms (GAs)
Zhou et al.
2009 Evaluation of alternatives in flexible manufacturing Multi-attribute method (MADM) that uses
systems subjective preferences for materials selection
Rao & Parnichkun
2010 OBS (optimal brain surgeon) method Streamlines neural networks and eliminates
unnecessary nodes
Gyurova et al.
2010 Preference selection index (PSI) method Selection by means of GTMA and TOPSIS
Tuzkaya et al.
Chatterjee et al.
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In its most creative phase, the design process offers a wide range of possibilities. For this reason
development teams encounter many sources of fuzzy knowledge that is difficult to collect and interrelate.
Moreover, the first critical factor in planning a project is the difficulty involved in setting up
multidisciplinary teams and often the geographical separation between expert members in specific fields.
These issues make the work inefficient. To optimise resources and focus planning, a good breakdown of
Once the concept has been defined and delimited, we can determine whether, in some way or another, the
product exceeds the capabilities of the organisation. In those cases, to be able to undertake it, it will be
In the development of products that requires collaboration among different organisations, life cycle and
knowledge must be managed in such a way as to produce Win-Win relations that have repercussions on
Management of the life cycle of the product implies structured decision-making in design.
Decision-making covers different areas and adapts to the life cycle model that is adopted. In the
framework proposal, a process of reflection is used to conclude the relation between these areas of
Technical decisions are the backbone of engineering processes and, therefore, design. For this to be
possible, organisations must have facilitating elements, such as an efficient system of knowledge
management.
Together, economic and engineering decisions provide creativity, reliability, repeatability, cuts in access
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Strategic decisions harmonise business processes and provide the basic resources for managing the life
All the above factors have an effect on excellence and allow competitive advantage to be obtained.
Fig. 2. Relationship between the selection areas and life cycle and competitive advantage through
knowledge management.
Any life cycle model that is adopted in the life cycle includes a process for identifying requirements and
functionalities.
The effective identification of requirements and functionalities requires a system both for collecting
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Needs, specifications, aesthetics, preferences and restrictions go to make up the voice of the customer,
The design team will have to focus on the aspects that are vital for quality (Critical to Quality, CTQs).
In conceptual design, the level of detail is not high enough, but the decisions that are adopted will
condition future development. A correct decision will lead to a reduction in all the costs involved.
For organising selection in conceptual design, a “Stage-Gate” validation model is proposed (Fig. 4). The
purpose of this model is to verify the technical and economic viability, optimise the selection as regards
the use of the product, its performance, durability or costs and, finally, to validate decisions and to
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This model makes it possible to ensure that the CTQ requirements and functionalities have been met.
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Administering a product development project involves detecting and solving conflicts concerning criteria,
users. This source of knowledge will be used as input data to establish WHAT must be done.
Preferences and restraints help to maintain the requirements within a range of values and facilitate
The documentary material obtained and generated by the development team will be structured on
different levels that range from the most general down to the most specific.
What is it? Definition What identifies it? What does it consist in?
What can we relate it to? Family of materials that is similar Variants of the process
Physical laws it complies with, analogous to the one it belongs to
phenomena, etc.
Top-down approach: Start out from the Qualities of interest Capacity & productivity
general concept to end with specific
details
competitive advantage.
The main function offers a way to eliminate materials and processes that are not technically or
• It defines a property of the material, which may be electrical, mechanical, thermal, etc.
• It is related to movement: support, motorisation, transmission, etc.
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• It is related to compliance and reliability: robust design, failure modes, maintenance, etc.
• It derives from the value perceived by the user and may be ergonomic, about the user, etc.
• It is linked to the life cycle: durability, sustainability, etc.
The geometry of the parts can be classified in three broad groups that cover the different industrial
sectors:
• Structural or rigid geometries: Solid of revolution, rectangular prism and thin-wall or thin-
section components.
• Elastic or deformable geometries (which should adapt to another rigid element or allow for a
certain amount of deformation): viscoelastic amorphous materials, laminas and thin walls, and
tissues, fibres, cables, belts, etc.
• Microgeometric: microstructures and micro-electromechanical systems
Manufacturing processes are to be classified in accordance with the specifications set out in DIN 8580.
The following framework, (Fig. 5). is proposed as a way to relate the selection processes with the
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The following steps are proposed for generating ideas for new products and services within the context of
The assessment of the concept must evaluate the impact of the product. The PESTEL methodology offers
1. Political factors.
2. Economic factors.
3. Sociocultural factors.
4. Technological factors.
5. Environmental factors.
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6. Legal factors.
A deeper analysis will take into account topics such as the usefulness of the functionality, its importance,
At the strategic level, the following points must be taken into account:
In sum, we can conclude that the best solution in design is part of an iterative process between the
different areas of selection, (Fig. 6). The first approach in selection can come from a cost-based point of
The cost-based point of view aims at the use of commercial forms and the reduction in the total number of
parts. This is where a decision is made as to whether to use simple or complex geometries and between
The requirements used in the individual selection for each part give rise to interactions and conflicts in the
final product. All this leads to a narrowing of the margin in the limit conditions of the whole process.
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Product breakdown is in fact a design in its early stages that is mature enough to be able to apply certain
validation tools, such as questionnaires, which evaluate the user’s decision to purchase, (Fig. 7).
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Design detects or creates needs in consumers and turns them into products or services. Manufacturers and
engineers are constantly searching for new materials and manufacturing processes in order to maintain a
competitive advantage.
The definition of the concept offers a wide range of possibilities for exploring the selection of materials
and manufacturing processes. A structured process of reasoning offers a framework that does not restrain
This paper analyses the most notable works in the field and offers a framework for reasoning and a
Technological surveillance and knowledge management have become essential elements for organisations
that intend to innovate. This is the reason why materials and process selection has been related to business
processes, the life cycle, workflow management and methodologies for the creation of new products.
Finally, it should be noted that the most appropriate choices in the conceptual design will result in greater
effectiveness throughout the whole project. It is vital for all the knowledge obtained in the creation of a
new product to be structured and made available for use in future developments.
6. Acknowledgements
The authors are grateful would like to acknowledge the support of the local government and the Jaume I
University of Castellón (Spain), which have supported the research project number P11B2009-37 entitled
“Methodologies for Implementing Product lifecycle management tools for mechanical Small and Medium
Enterprises”.
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Fig. 2. Relationship between the selection areas and life cycle and competitive advantage through
knowledge management.
List of Tables
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