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Home - News - How to step into the threshold of mechanical design? Mechanical knowledge outline makes you stand on the shoulders of predecessors

How to step into the threshold of mechanical design? Mechanical knowledge outline makes you stand on the shoulders of predecessors

October 19, 2022

Recently, many new members of the society have posted questions about how to get started in the mechanical design industry. Based on what they have read over the years, I think that to learn a good industry, we should first determine the direction, then have a clear outline, how to learn, and what to learn first and then what to learn from that subject; Of course, in the process of continuous learning and accumulation, there will be a lot of technical materials, so it is necessary to reasonably classify and summarize them. The following is the outline for personal summary of large machinery knowledge:


Standards related to mechanical drawing, limit and fit, mechanical engineering
1. General representation and selection of mechanical drawings
(1) Types and selection of drawings, drawing frames and title blocks
(2) Drawing view and surface layout, drawing scale, drawing line, section symbol and line type and their selection
(3) Stipulation and use of simplified drawing method

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2. Drawing and marking of standard parts and common parts
(1) Screw drive and fasteners (external thread and internal thread, taper thread, internal thread and external thread connecting thread fasteners)
(2) Gear, rack, worm, worm gear and sprocket (gear rack, worm, worm and sprocket meshing gear)
(3) Spline (rectangular external spline, rectangular internal spline, involute spline connection)
(4) Cylindrical spring (cylindrical helical compression spring cylindrical helical tension spring cylindrical helical torsion spring spring in assembly drawing)
(5) Rolling bearing

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3. Marking and selection of drawing size, limit and fit, geometric tolerance and surface roughness
(1) Drawing size (basic specification marking method)
(2) Limits and fits (basic concept, standard tolerance, limit fit, priority fit, geometric tolerance)
(3) Surface roughness (selection of marking symbols and code values of evaluation parameters)


4. Drawing and marking of part drawings and assembly drawings
(1) Part drawing (view selection, dimensioning, process structure and technical requirements)
(2) Assembly drawing (the view represents the size and the part represents the technical requirements)
5. Relevant standards and applications of mechanical engineering
(1) Standards and standardization (standardization of standards)
(2) National standard (general basic standard for standard system formulation, national standard related to mechanical engineering)
(3) Industry standards and enterprise standards (mechanical industry standards and their system formulation principles, enterprise standards)
(4) International standards and foreign advanced standards (ISO, IEC EN, advanced enterprise standards of national standards association/group standards of countries with developed European standards industry)
(5) Product standardization review (technical documents and drawings)

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2、 Engineering materials
1. Classification and performance of engineering materials
(1) Classification of engineering materials (metal ceramic polymer composite)
(2) Properties of engineering materials (mechanical properties, physical properties, chemical properties, process properties)
2. Metal materials and their heat treatment
(1) Crystal structure of metal (characteristics of crystal Crystal structure of metal Crystal structure of metal Phase structure of pure metal in solid state
(2) Iron carbon alloy phase diagram (analysis of crystallization process of typical iron carbon alloys The effect of carbon on the equilibrium structure and properties of iron carbon alloys Application of iron carbon phase diagram)
(3) Chemical composition analysis, metallographic analysis and nondestructive testing of metal materials
(4) Heat treatment of metal materials (application examples of heat treatment of typical parts of steel, cast iron, non-ferrous metal and alloy heat treatment equipment)
(5) Common metal materials (steel, cast iron, non-ferrous metals and alloys)

(6) Basis for selection of metal materials (service performance, process performance and economy)


3. Engineering plastics, special ceramics and composite materials
(1) Engineering plastics (commonly used thermoplastics Engineering plastics Processing of commonly used thermosetting engineering plastics Engineering plastics Application of engineering plastics)
(2) Special ceramics (properties of special ceramics and processing of applied ceramic materials)
(3) Composite materials (performance category application)


3、 Mechanical product design
1. New product design procedure
(1) Feasibility analysis (feasibility analysis report of market research product positioning)
(2) Conceptual design (functional analysis scheme design specification)
(3) Technical design (work content and requirements: mechanism motion design, mechanical structure design)
(4) Design evaluation and decision-making (evaluation objective criteria evaluation method)


2. Introduction to Mechanical System Design
(1) Machine and mechanism
(2) Friction, wear and mechanical efficiency in mechanical systems (friction and mechanical efficiency methods to reduce friction and wear Mechanical self-locking)
(3) Design criteria for mechanical parts (strength, stiffness, life, heat dissipation, reliability criteria)
(4) Manufacturing process design (part manufacturing process design machine assembly process design)
(5) Mechanical vibration and noise (vibration and noise source and hazard prevention and measures to reduce harmful vibration and noise)
(6) Safety (principle of safety design protection design)
(7) UoM and preferred number system (UoM standard number system standard)


3. Mechanical parts and components design
(1) Mechanical transmission (gear drive worm drive belt drive chain drive screw drive linkage cam mechanism)
(2) Connecting piece (interference connection of bolt key pin coupling)
(3) Shaft and bearing (shaft sliding bearing rolling bearing)
(4) Operating adjustment and control parts (spring clutch brake)
(5) Frame piece and guide rail (box frame piece guide rail)
(6) Retarder and Governor Design (Retarder Governor)