The Fallacy of Scaling, or Why You Need Highly Knowledgeable Experts

Picture this scenario – an internal or external customer contacts a team, possibly through a Request for Proposal (RFP) or as an exercise. The customer knows that your team makes a certain product, and the customer desires to have a similar product. However, the original product is either too big or too small for the desired application. What generally happens?

A small team of engineers, along with a support team of management, financial, and business experts, convenes to define a solution that meets the customer’s desires. Since a similar product already exists, that product becomes a starting point for engineering, cost, and schedule studies. Usually, the preferred outcome is a product like the existing one but with more – more range, more seats, or more payload capacity. Occasionally the preference is for less – less range, less payload, or more likely, smaller external dimensions. The first course of action the team comes to is to take the current product and scale it to fit the new product’s specifications.

The problem then becomes how to do the scaling in a credible manner. I first realized this phenomenon when I was 6 years old, sitting in the rear seat of a four-passenger Piper Comanche. We had stopped overnight in Little Rock, Arkansas, and were sitting on the ramp with the engine idling when a North American P51D Mustang went by on a taxiway. I stared at the Mustang, my mind boggled by its sheer size. Up until that time, I had seen pictures of the legendary World War II fighter, and even had a model of one. But in my six-year old mind, I had made a basic scaling error – I took what I knew, the size of a four place single engine aircraft, and had scaled down that size for my internal picture of how big a Mustang ought to be, for it only had one seat, not four. And so, looking out the window from my vantage of a four place aircraft, and watching this behemoth roll by, caused a definite case of cognitive dissonance.

I had let one parameter guide my understanding of how big a Mustang is. A more thorough investigation would have uncovered some more pertinent parameters, such as engine horsepower (Mustang: 1490, Comanche: 250, or about 6 times the power), cruise speed (435 mph vs 180), and max gross weight (12,100 pounds vs 2900). Then I might have realized my mistake and understood that the Mustang was 50% longer and twice as tall as the Comanche, even with a similar wingspan.

Therein lies the fallacy of scaling – the scaling parameters must be categorized and prioritized, and for that you need knowledgeable experts. These are people who understand the interactions of different parameters, which ones to deprecate, and the ones that should dominate. And most importantly, what parameters really matter. If you are taking a four place aircraft and turning it into a six-place aircraft, there are lots of changes besides adding two seats. Most likely the fuselage length grows, and this upsets the balance of where the center of lift is for multiple reasons. Not only are you adding aluminum (or additional composites), but cable lengths (both electrical and mechanical) change. The outer mold line of the fuselage necessarily changes, the question becomes whether a “plug” is installed or the whole fuselage changes. These decisions have aerodynamic consequences. Think of the difference between the Beechcraft Debonair straight-tail Bonanza (four seats) and Bonanza 36 series (six seats) vs the Grumman American AA1 (two seats) and AA5 series aircraft (four seats). Both initial aircraft added two seats. The Bonanza took the route of blending the fuselage across the new length whereas the AA1 vs AA5 has a constant-width plug. Consequently, the AA5 has control problems in certain flight regimes, where the slab sides result in aerodynamic blanking of one or more tail surfaces. The Beechcraft solution was undoubtedly more expensive, but the 36 series of Bonanzas has endured in the marketplace whereas the AA series is a footnote.

So, what can you as a mass properties engineer do when faced with this very familiar scenario? We are in an irreplaceable position on any program because mass properties engineers have visibility across the breadth of a program. Use that to your advantage. Put on your systems engineering hat and look at how the various parts of your total system come together and how they interact. This is where mass properties engineers shine. We are among the few who have insight into every aspect of the product from where components are placed to how these components operate. And, because mass properties engineers have this insight, we are able to influence design and design changes, including functional and aesthetic aspects of a proposed design. Unlike most other engineering disciplines, we are not “pigeon-holed” into affecting one of a design’s parameters. We can interplay multiple factors and guide the program’s management towards arriving at a better solution than one by multiple engineers, each looking only at a subset of the available options. This is the true Unique Selling Point of Mass Properties Engineering, one that has immense value to a company employing mass properties engineers and it is one of the major reasons engineers choose to stay in mass properties.

Finally, what is the SAWE’s role in enabling an individual mass properties engineer to perform this powerful position? Look no further than the SAWE’s Mission Statement: The Society of Allied Weight Engineers is an international, professional, nonprofit organization dedicated to the promotion, practice, and innovation of the field of mass properties engineering. The SAWE executes its mission via a variety of initiatives encompassing peer reviewed papers, conferences, industry leading training, mentoring by experienced mass properties engineers, and establishing industry specific Standards and Practices. The SAWE has enabled countless mass properties engineers to better serve their companies through all the above methods of knowledge transfer, in the process creating the next generation of mass properties experts. Tying this all together, the engineers who become tomorrow’s experts will lead the innovations that power tomorrow’s products.

Preliminary Design Mass Properties Estimation Forum March 26, 2021

The SAWE is continuing its series of virtual, Zoom-based Mass Properties Forums with the fourth installment, “Preliminary Design Mass Properties Estimation”. This Forum topic was the most requested topic in a survey of SAWE membership and prior Forum attendees.

A panel of industry Subject Matter Experts will start the discussions by expounding on how they would approach deriving the initial mass properties upon presentation of an RFP, ultimately resulting in delivery of preliminary mass properties to their proposal customer. These mass properties would include Not-To-Exceed mass, a preliminary analysis of Center of Gravity bounds, and if applicable, initial estimation of Moments and Products of Inertia. Following these introductory remarks by the panel, the Forum will proceed to questions, comments, and further examples from the audience.

The Forum will be conducted on Friday March 26th, 2021, commencing at 9:00 AM MDT (11:00 AM EDT, 16:00 CET) and will run for 90 minutes.

Registration for this Forum will open on Monday, March 15th.

Fatigue Life vs Weight Virtual Forum Coming November 20th

Designing for the lightest weight conflicts with the reality that our products have to be usable over their lifetime.  Flexure, friction, rolling resistance, and impact resistance all need to be considered before a product is released for production.  Combating these forces and movements often requires additional or larger structure to ensure a product’s survival out in “the world”.  How do we, as mass properties engineers, accurately predict structural and dynamic systems weight based on system life requirements?

Answering this question is the subject of the second SAWE Virtual Forum.  The Society of Allied Weight Engineers is holding a one-hour Virtual Forum on Fatigue Life vs Weight on Friday, November 20th at 8 AM PST (11 AM EST, 4PM CEST) to discuss this looming problem. Join us and let the SAWE know your experiences and opinions on how best to account for component life requirements in the weight of structural and dynamic components.

Join Forum Leader Josh Elmore of the Army’s Combat Capabilities Development Command, Aviation and Missile Center, and the SAWE Leadership in this 2020-2021 SAWE Virtual Forum via Zoom (link below) and let your voice be heard.  Be involved in solving a problematic aspect of mass properties engineering that impacts not only our ability to control weight, but our relationships with our management and customers.

Zoom Instructions

To join the meeting, first you must register using the link below.

https://us02web.zoom.us/meeting/register/tZMvf-6pqzwsGdBR46NzUL9fLJQZ5kgcXhA1

After registering, you will receive an email from Bill Boze (SAWE Executive Director) with the subject “Tech Forum – Fatigue Life vs Weight Confirmation”. Save this email, as it has the information required to actually join the meeting. Please note that to join the meeting, you MUST use the Zoom desktop client or mobile app. You will not be able to join using the web client.

Save The Date – SAWE Virtual Forum Coming

What single aspect of a platform’s total mass can wreak havoc on the best-laid plans of a successful weight control program? What can we, as mass properties engineers do to prevent an impending catastrophe? And how can you personally influence the outcome?

On some programs, 60% or more of a platform’s mass is derived from vendor supplied articles. The Society of Allied Weight Engineers is holding a one-hour Virtual Forum on Vendor Weight Control on Friday, September 25th at 8 AM PDT (11 AM EDT, 5PM CEST) to discuss this ongoing challenge. Join us for this forum as we share our mutual experiences and opinions on how best to ensure that vendor supplied components do not scuttle your program.

Join Forum Leader Vidas “Whidy” Kiskunas, Forum Host Robert Zimmerman, and the SAWE Leadership in this first 2020-2021 SAWE Virtual Forum via Zoom (link to be provided later) and let your voice be heard. Be involved in solving a problematic aspect of mass properties engineering that impacts not only our ability to control weight, but our relationships with our management and customers.

Excellent free eBook on “Working from Home”

Submitted by Robert Zimmerman
SAWE Vice President – Technical Director

The ongoing COVID-19 crisis is resulting in many people quarantined or otherwise working from home.  For many of those, this is a new experience.  Fortunately, Take Control Books, a publishing firm specializing in Tech-related books, has released a free book by Glen Fleishman.  The book is available in multiple formats, including PDF and EPUB.  The latter is compatible with multiple electronic eReaders.

Here is information about the eBook and how to obtain it from Take Control Books publisher Joe Kissel:

As a result of the pandemic, a huge number of people who normally work in an office are now working from home. If you find yourself in that position and feel unprepared for remote work, we’d like to offer a bit of help. Glenn Fleishman generously volunteered his time to write Take Control of Working from Home Temporarily, which also features advice from numerous other Take Control authors and other people with extensive experience with remote work. As a small gesture to help out in this uncertain time, we’re offering the book for free.

The book’s contributors, who collectively have centuries of experience working from home, offer advice in areas such as setting up a workspace (obtaining, moving, or repurposing furniture and hardware, for example); communicating with coworkers via text, audio, video and other collaboration tools; maintaining healthy physical and psychological boundaries between work and non-work activities; adapting to the presence of family members and roommates in or near your work area; and adjusting your schedule and habits to best balance productivity and sanity. There’s also a chapter for parents of school-age kids on how to juggle family obligations when working from home.

This new book is free. To obtain it, follow these steps:

Click this link, which automatically adds the new book to your shopping cart and takes you to the cart page: https://www.takecontrolbooks.com/cart/?add-to-cart=571553

If you aren’t already logged in, fill in your email address and password at the top and click Log In. (Alternatively, fill in your first and last name and email address under “Billing details” and select your desired contact preference.)

Click the “Place order” button at the bottom of the screen. No payment is required. After a few moments, your order will be processed. Depending on your browser, you may or may not see download links on screen, but in any case, you’ll get an email message from us with the links, and the book will also be available immediately in your library.

We know it’s difficult to cope with the ever-changing restrictions we all face, and we hope this book helps in some small way.

Joe Kissell

Publisher, Take Control Books

New Emphasis on Standards and Practices

Everyone reading this blog is involved in some way with mass properties – as an engineer, a technician, a manager, or sales. Every one of us has experience and knowledge that we could pass on to others involved in the mass properties world. Broadly speaking, this knowledge can be broken into two overarching categories – Technical Details and Methodologies.

Throughout its many years, the SAWE has concentrated on the first of these categories, asking mass properties personnel to spread their knowledge of technical details by writing papers, giving presentations, or teaching a class. We still want (and need) our practitioners to do this.

Paradoxically, the influence of the SAWE as an organization has grown while our individual influence has shrunk. Let me try to explain this. Several years ago, the SAWE became a Standards Organization by seeking and achieving recognition by the American National Standards Institute (ANSI). As a result, the society has gained a growing influence in both America and abroad. However, even as the society as a whole has gained recognition for our unique mastery of the science and art of mass properties concepts, our members have experienced erosion of the profession by those who employ mass properties personnel. Primarily this has been a consequence of ever more capable automated capabilities of computer programs. This has created a sense that what we as mass properties professionals can do can be duplicated by computer algorithms. This is not a new phenomenon. Forty years ago, when I was a fresh out of college new mass properties engineer, I heard the head of the mass properties group say, “Eventually, we’ll be able to push a button and the computer will spit out a new airplane design.” Implied in this was that we would not be needed.

I will be the first to admit that much of the calculation duties that were required all those years ago have been supplanted by Computer Aided Design programs, provided that the required parameters have been properly implemented. Calculating weight, CG, and inertias rarely gets performed by today’s mass properties engineers, except perhaps during early conceptual designs. Although this was a large part of my initiation into mass properties, there were many other aspects, including evaluating assembly drawings for completeness and crucially, compatibility. I have lost track of the number of supposedly connectable parts which obviously wouldn’t connect, missing parts, and even parts that shouldn’t be in an assembly and whose presence would preclude operation of the assembly I have found. And these were assemblies that had made it through the Checking group! This was never written down as part of my job description, but are errors I found that had to be corrected before I would accept an assembly into the database. These problems don’t disappear because a computer has calculated some numbers. It still takes a person looking at a project as a whole to find and solve these problems.

Which brings us to the second knowledge transfer category – Methodologies. The SAWE has an obligation to ensure that its members know what is required to perform as mass properties practitioners. The most effective means of performing mass properties tasks is to work through the task in an orderly fashion, so that we can be sure that nothing of importance is inadvertently missed. And the society has found that having a blueprint of what tasks are required is an effective aid. We call these task “blueprints” Standards if the “blueprint” conveys specific technical information that results in a consensus of how that information is presented. An example would be a standardized coordinate system used by a specific industry. How a standardized coordinate system is implemented is not included in the Standard. A Practice is the flip side of the coin regarding Standards – a Practice delineates the accepted means of performing a task. The SAWE designates a Practice as a Recommended Practice, such as SAWE RP A-3, 2016: Mass Properties Control for Space Vehicles. This RP defines what is accepted in industry to ensure that required mass properties tasks are completed and in useable form.

The SAWE has requested that mass properties practitioners consider writing a paper for the conference in Fort Worth in May, 2018 to address specific gaps in our Standards and Practices. Applicable papers do not need to be fully realized Recommended Practices or Standards, but should be utilizable as a framework upon such RPs or Standards could be taken up by our Industry Committees and turned into RPs or Standards (using our standardized templates). Specific areas of interest are delineated on the SAWE web site at https://www.sawe.org/technical/papers/2018Campain (yes “campaign” is misspelled in the URL). Please consider what you can contribute to the SAWE by helping us fill in the gaps in our Standards and Practices, and increase our visibility into Mass Properties Methodology. And if you know of specific Technical Knowledge, we will of course accept Technical papers as well. In either case, if you write a paper for the conference, please submit your abstract at http://www.sawe.org/technical/papers/submittal.