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Taxonomy ItemGuidelinesSubstance
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See annotated taxonomy - http://opensourceecology.org/wiki/OSHW_Documentation_Taxonomy
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Device Dashboard
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NameClearly state the hardware's name, avoid confusion with other similar projects and infrigements of trademarks.OSE CNC Torch Table
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DescriptionTextual description of the hardware. Include link to Google Translate.Modular (4"x4" square tubing frame), scalable (from 4x4 feet to 6x any length) CNC Torch table with 1/64" precision and sufficient rigidity to hold a CNC Router equivalent to a ShopBot (75lb linear force)
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Hardware VersionState the hardware's version in a highly visible place.
Optional: indicate date of release.
Ex: V4 - Dec 18, 2012
v2 - away from 1"x1" gantry of v1 to a cold-rolled rails with 3x gear-down rack and pinion drive
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Software VersionState the software's version in a highly visible place.
Optional: indicate date of release.
Ex: V4 - Dec 18, 2012
v2 - Arduino toolchain as in RepRap - away from LinuxCNC of v1
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Hardware LicenseState the hardware's open source license and link to license page.
Ex: CC BY-SA
cc-by-sa
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Software LicenseState the software's open source license and link to license page.
Ex: GPL
GPL
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AttributionIdentify the authors and contributors. Identify Active Team Members. Optional: state how you'd like the authors to be credited.OSE Team, Ben Horton, Marcin Jakubowski
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Open Source LabelGraphic indicating which layers of the design are open source. Place in very prominant area (eg. product's home page).
Ex: Electronics: open; Mechanics: closed; Software: closed; Hydraulics: open.; Materials: closed (ex., for special steel alloy)
open hardware, open software, open firmware, open source controller, closed source stepper motors
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Graphical RepresentationProvide hi-res images of the hardware, preferably allowing zooming and 3D rotation. Use a real picture or a computer model.http://opensourceecology.org/wiki/File:Table_Frame.JPG
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Status BriefState the level of completion of the Hardware, active problem that is currently being solved, and future development intentions. Describe known issues. Burndown graph would be useful.
Ex: Hardware: complete; Software: complete; Documentation: incomplete; Enterprise: product shipping, open business model. Next steps: robustness improvements to allow for 100 hours of unattended operation.
http://opensourceecology.org/wiki/OSHW-OSE-CNC_Torch_Table-Status_Brief
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Change LogList of changes/upgrades since last version of the design.Upgrading to robust gantry system with 3x torque, for about 75 lb of pushing force for router duty; head interchangeability for CNC router and 100 W Laser Cutter
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SpecificationsList the hardware's specifications.
Ex: http://www.ladyada.net/make/tvbgone/
1G acceleration in torch duty
75 lb linear force in router duty
Interchangeable heads, including hot wire cutter
4'x4' base working area scalable to 6'x infinity
Open Source stepper motor controller
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CompatibilityState what other peices of hardware the design is compatible with.
Ex: Arduino Leonardo
StepperNug open source stepper motor controller, Arduidon, LifeTrac Constructon Set 4x4" tubing frame option; open source rotary encoder for eventual drive with Open Source Servo Motor
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DependencyState what other types of hardware or software are necessary to use the hardware during normal operation, during building, during assembly, during testing, and during de-assembly.
Ex: 5V Power Supply, Ethernet Shield
CNC Torch table for frame and gantry cutting; CNC Multimachine for gear and rack drive, plus eventually stepper motor controller fabrication
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GeneologyProvide information on the hardware's origins, derivatives and replications. Copy this from the previous version and include your new version.see Ti
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Human Factors & Usability OverviewState general considerations for user-friendliness and performance, such as: (1), whether a machine is 'turnkey,' or whether one has to make numerous adjustments prior to use. Time/procedure required prior to turn-on. (2) Comfort and extras - ex. a cushioned driver's seat that is indispensible for long-time use; lights for night-time use; air-tight cab for a car in cold winter, etc. (3) Unattended operation vs. necessity to watch the machine or make constant adjustements; (4) Quality of result obtained - while Specifications (above) provide quantitative assessment, a quick overview of qualitative performance is useful to assess value of replicating the machine, such as: rough edges are left after a cut with the machine; 'the machine is unbearably so', or 'the machine works equivalent to or better than any commercial counterpart based on speed and quality of resulting product.'
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Related ProjectsList related projects. If done properly, this has the potential to spawn collaboration between similar projects.
Ex: Local Motors, Wikispeed for OS Car project.
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Related ResourcesList related resources such as other tutorials, similar projects, wikipedia pages, etc.
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TagsList tags that best decsribe the device/design. Make sure to include OSHW.
Ex: OSHW-Shield-Arduino-Electronics.
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Replication MapShow locations of all machines in use to keep track of the evolution of the project.
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Communication ChannelsList media of communication, such as Website, Blogs, Wikis, Databases, Support Platform, Google Groups, Facebook Groups, Twitter feed, hashtag, forums, Stack Overflow, email addresses, chats, texting, phone numbers, and other venues of development. Optionally, include notes on how to communicate effectively.
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Explainer VideoProduce a scripted animation or video showing how the artifact works, why it is important, and otherwise motivate users to engage with the artifact. Show context for how this artifact fits with a greater ecosystem of OSHW. Make this video 2 minutes or under.
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RepositoryLink to repositories of project files. (git, hg, etc.)
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Build Dashboard
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Difficulty LevelState the difficulty level for building the device.
Ex: Intro Level, Intermediate, Advanced
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Time RequiredState the approximate time required to build the device.
Ex: 2 days.
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Tools RequiredList the tools needed to build the device.
Ex: laser cutter, welder, soldering iron.
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Space RequiredIndicate the space required to build the device.
Ex: 1000 sf workshop
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Skills RequiredIndicate what skills are required to build the device.
Ex: welding, laser cutting.
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CostInclude a budget for the project and state the total cost of materials and components.
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Safety & HealthWarnings on any dangers or risks associated with the build of the artifact - such as risk of injury from moving parts, heavy objects, potential accidents, chemical dangers, fumes, etc..
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ErgonomicsState the expected time for the build of the artifact. Provide suggestions on effective build process to minimize effort and maximize comfort of the builder. Do this analysis for different production routes used - such as by hand vs. by utilizing automation.
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Materials & Components
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Bill of Materials (BOM)BOM's and all parts lists should include unique identifiers: item name*, item description*, quantity*, dimensions/package*, suppliers* part number, link to datasheet, image, price, notes. (*required fields)

Provide information on alternative materials and components whenever possible. Ex: if carbon fiber is not available use punched aluminum. Prefer listing hardware project names based on their semantic versioning name so that they can be automatically found and re-used by software.
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Designs
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Conceptual DesignConceptual design is the type of design that describes general working principles and outlines main components of an artifact, without necessarily providing dimensionally-correct design of the artifact. Show all the critical parts.
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Conceptual Interface DesignShow a diagram of an interface prior to that interface being built.
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Labeled DiagramThis is the actual labeled design - a step above the Concept Design. The labeled diagram may be a CAD or real picture, and it should include different angles. Diagram should label components.
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Digital Fabrication FilesProvide digital fabrication files for download in at least one but preferably more standard formats.

Provide previews of digital fabrication files.
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Module DiagramShows the breakdown of the Artifact into modules. Does not have to show components of modules - as the Labeled Diagram already contains this.
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Exploded View Drawinghttp://en.wikipedia.org/wiki/Exploded_view_drawing . Use 3D or isometric drawings as appropriate.
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3D CADProvide 3D CAD of the object, and applies to all 3-dimensional artifacts. Use a commonly accessible platform such as Sketchup in preference to less accessible, proprietary software. Include tolerance information, as discussed at http://opensourceecology.org/wiki/Geometric_Dimensioning_and_Tolerancing
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3D previewProvide a preview of all parts in 3D.
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3D ScanIf CAD is not available, provide a 3D scan of an artifact.
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Engineering DrawingsEngineering drawings are technical drawings used to fully describe the requirements of engineered items. For machines, this is fabrication drawings.
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Fabrication DrawingsA special type of engineering drawing used for mechanical devices.
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2D PreviewEmbed the complete design files for a preview of the design.
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Wiring, Cable Routing, Hose Routing DiagramLayout of flexible or stiff conduits of all sorts (wires, hoses, airlines, etc) should be provided.
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ElectronicsProvide hi-res electronics schematics (symbolic representation of the circuit, showing how to connect the components).

Provide PCB layout (concrete representation of the circuit, used to fabricate PCBs).

Provide preview of schematics.

Ex: http://arduino.cc/en/Main/arduinoBoardDuemilanove
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Process DesignProduce a design of a process, such as chemical processing. Include all steps, retention times, substances used, etc. Document toolchain in a flowchart.
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Hydraulics & PneumaticsProvide a diagram of hydraulic design. Use standard hydraulic symbols, as in http://opensourceecology.org/wiki/Hydraulic_Circuit_Design
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Electromagnetic DiagramProvide field lines involved in magnetic devices.
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Optical DiagramsProvide optical diagrams - such as ray tracing or focal lengths - for optical systems.
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Design RationaleExplanation of why certain design decisions were made for the artifact. Document why you chose one design over another, with reference to Analysis of Industry Standards
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CalculationsCalculations are required to understand the performance of a machine. These could be power, thermal, force, stress, hydraulics, flow, speed, structural, electromagnetic, or other calculations. This includes Computer Aided Engineering (CAE) analysis such as Finite Element Analysis (FEA). Document any derived quantities. Document online calculator/design resources.
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Physics of Why It WorksExplanation of first principles involved in the functioning of the machine.
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Logic DesignDocument operating step sequencing and any other logic model required for the operation of the artifact.
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Animated ModelAnimation showing functional mechanism.
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Design ReviewDocument reviews of a design. Design review can be general or specific.
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Failure Modes and Effects AnalysisAnalize a design prior to the build for possible failures and document this analysis, including solutions.
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3D DiffsShow the difference between versions of the artifact in 3D representation.
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Software
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Source CodeProvide annotated source code, including code logic. Ex., describe brick pressing logic based on physical structure and function of CEB machine.
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FirmwareProvide firmware.
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InstructionsProvide instructions for running, installing, compiling, etc.
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LibrariesProvide any libraries or links to libraries that are needed
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Build Instructions
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Infrastructure RequirementsList the space, power, tooling, timing, environment, and other requirements for the build to occur.
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Tool ListList tools used in production of Artifact.
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Jig DesignShow designs of any jigs used in production, and document procedures for using these jigs.
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Machine SettingsDescribe fabrication/production procedures, including suggested machine settings (ex: laser cutter settings, mixing time for cement mixer)
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AssemblyProvide set-by-step instructions on how to assemble the Product (from raw materials, parts and/or modules) using either:
- Clear, hi-res images accompanied by clear textual instructions (include link to Google Translate).
- IKEA-style visual instructions
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Assembly VideoProduce a video of artifact assembly and disassembly.
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ProcedureProvide step-by-step sequence of instructions on how to make Products. This could be a process (for materials), fabrication procedure (for components), procedure (for building) using:
- Clear, hi-res images accompanied by clear textual instructions (include link to Google Translate).- IKEA-style visual instructions - others.
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Instructional VideoProvide step-by-step video documentation.
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Quality ControlProcedure for testing the artifact build throughout the fabrication process. Define, execute, and document this procedure.
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Integration ChecklistList cosiderations that have to be taken when putting all modules together.
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Testing
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Rapid PrototypingMake scale models of artifacts with a laser cutter and 3D printer to test out parts fit and other issues. Document the build instructions and results of prototype builds.
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Test DesignDesign and document a testing procedure and protocol for a finished design.
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Data CollectionCollect performance data on the artifact. Discuss how the data was obtained.
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Safety IssuesMake careful observations about any safety concerns of using the artifact, and document these.
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Known BugsMake an exhaustive list of any known issues about the artifact.
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Destructive Testing Test the artifact to its failure limit and gather performance data until that point. Discuss the point of failure.
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Product CertificationProvide official test data and certification from professional standards associations.
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User Manual
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OperationStartup, operating, calibration instructions.
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SafetySafety instructions.
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MaintenanceDescribe standard procedures for maintenance over time.
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TroubleshootingDiscuss common failure modes and state how these can be identified and fixed.
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RepairDocument common problems and procedures for fixing them.
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Product HackingDocument how to modify artifact or how to use it with other modules. Provide insights on user experience.
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Specific Use CasesDocument techniques of how to apply the artifact to specific tasks. Ex., discuss the procedure for using the torch table to cut a brick press out of metal sheet.
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Build TechniquesProvide tutorials on fabrication processes required to build, repair, or modify the artifact, in more detail than in the fabrication process.
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SourcingDocument part sources, availability, cost.
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Enterprise
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Economic AnalysisEvaluate production cost, including facility, consumables, materials, labor. Calcultate return on investment.