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A Unifying Interdisciplinary

and Intelligent Engineering


Science Paradigm

© JOHN FOXX

M
E C H AT R O N I C S R E P R E S E N T S A
MAKI K. HABIB unifying interdisciplinary and intelli-
gent engineering science paradigm that
fuses, permeates, and comprehends
modern engineering science and tech-
nologies. Mechatronics is regarded as a phi-
losophy that supports new ways of thinking,
innovations, design methodologies (synthesis and analysis), and
practices in the design of new intelligent products and engineering sys-
tems. It is a holistic, concurrent, and interdisciplinary engineering science
discipline that concentrates on achieving optimum functional synergy from the

12 IEEE INDUSTRIAL ELECTRONICS MAGAZINE ■ SUMMER 2007 Digital Object Identifier 10.1109/MIE.2007.901480 1932-4529/07/$25.00©2007IEEE
ne
ipli
Disc
n g,
rni Mechatronics as
ea
n,L Engineering
atio
nov Science Discipline
, In
ion
ucat
The Birth of Ed
ry, Nanotechnology, Processor
na
Mechatronics
scipli Mechatronics as Speeds, High Memory Capacity
te rdi Interdisciplinary Biotechnology, Consumer
, In
ence Education and Electronics, Intelligent Systems,
e llig Research Identity Information and Communication
Int
es, Technologies, Biomimetic, HAFM
ctic
y, Pra
log Rapid Prototyping,
hno Opto-Electronics, Embedded Durability, Multi-Functionality,
Tec
Mechatronics as Systems, Microtechnology Flexibility, Recycle and
Engineering and and MEMs, Human Environmental Considerations.
Quality of Technology Computer Interaction,
Mechatronics Education Has
Electronic and Advanced
Gained International Recognition
Manufacturing, Knowledge
Witnessed by the Growing Number
Based Systems, Automation,
Mechatronics Numerically Controlled
of Universities Offering Under and
Informatics and Networking
as Technology Systems, Semiconductor
Postgraduate Mechatronics
and Practices Technology Boom,
Degree Courses Due to Its Role
Through Team Automotive Industry, Uniqueness of Mechatronics as a as a Unifying Interdisciplinary
Based Consumer Electronics Significant Design Trend. Interactive and Intelligent Engineering
Design Process with Consideration Science Paradigm.
Servo Technology, on: Innovation, Human Factors,
The Increase in Variety and Life Cycle Factors, Quality,
Microprocessors Complexity of Product Design Reliability, Functionality,
and the Wide Range of Growing Smartness, Portability,
Industries Initiated the Compactness, Low Cost, etc.
Technology Developed
Demand for Engineers Mechatronics has Gained Attention
Individually and Independently.
with Mechatronics and Its Importance Was Widely
Interactions Between Software,
Thinking Knowledge Recognized.
System Engineering Mechanical and Electronics
and Actions. Time Line
Elements.

1969 1980 1990 2000 2010

FIGURE 1 — The evolution of mechatronics.

earliest conceptual stages of bility, precision, smartness, flexibility, approach to fulfill the challenges of
the design process. In adaptability, robustness, and economi- modern technology and the demands
addition, it enables the cal features. The growth of interest in of the modern world.
creation, design, and mechatronics points to a need for
support of new engineers whose education and train- The Evolution of Mechatronics
concepts for real- ing enables them to operate in an The portmanteau “mechatronics” was
izing intelligent interdisciplinary manner. The curricu- first coined by Tetsuro Mori, CEO and
human-oriented lum of mechatronics engineering sci- president of Seibu Electric and Machin-
machines that ence describes the synergy of ery Co Ltd., in 1969 when he worked
coordinate and interdisciplinary elements—education, for Yaskawa Electric Corporation in
cooperate intel- knowledge, thinking, design, way of Kitakyushu, Japan [1]. The term
ligently with work, practices, and professional “mechatronics” was used in his pro-
their human skills—supported by strong engineer- posal to describe a new technology
users. The main ing science foundation beyond tradi- focus to produce new machine tools
goals of mecha- tional disciplinary boundaries and that unites mechanisms and electron-
tronics are to bring characterized by open-ended learning ics while being supported by semicon-
out novel possibili- chains with the ability to fuse new ductor power devices and CPUs. The
ties of synergizing and knowledge and experiences through term mechatronics has since then took
fusing different disciplines continuous and life-long learning. Inter- on a wider meaning than the tradition-
and to develop products, disciplinary mechatronics emphasizes al term of electro-mechanics. Figure
processes, and systems that exhibit individual- and team-based learning 1 illustrates the progressive evo-
quality performance in terms of relia- through a problem- and project-based lution of mechatronics as a

SUMMER 2007 ■ IEEE INDUSTRIAL ELECTRONICS MAGAZINE 13


technology, practice, concept, and using fully integrated teams of product automation within the automobile
engineering science discipline. Mecha- designers along with engineers with industry, including the increased use of
tronics is now widely used to describe traditional engineering backgrounds, electronics content in vehicles and the
a philosophy in engineering and not manufacturing staff, purchasing and enhanced features of the control sys-
just the technology itself. marketing personnel, etc. Such an tems achieved via software. Other con-
tributing industries include industrial
machinery and numerically controlled
systems, product integration and manu-
Mechatronics represents a unifying interdisciplinary facturing in consumer electronics, and
the semiconductor industry. During the
and intelligent engineering science paradigm which second half of the 1980s, the mecha-
tronics quality product lifecycle began
fuses, permeates, and comprehends modern to be compressed dramatically; new
engineering science and technologies. technology has to be developed, manu-
factured, and introduced to the market-
place in a cost-effective approach and
1970s approach facilitates the development ahead of the competition, as the early
During the 1970s, mechatronics was of a practical base approach supported market entry for the product provides a
simple and focused mostly on servo by traditional theory to cover the key critical competitive edge.
technology used in products with elec- areas of practical design. In addition, The enormous increases in the vari-
tronically controlled mechanisms, mechatronics at this stage reflects the ety and complexity of product design
such as automatic door openers, vend- way people work to design and imple- and the wide range of growing indus-
ing machines, and autofocus cameras. ment high-performance, simple, reli- tries initiated the demand for engi-
At this stage, mechatronical products able solutions. Nevertheless, most neers with mechatronical thinking,
were simple in implementation and engineers working in teams rely on knowledge, and actions. It requires
encompassed the early use of people outside their circle in imple- engineers who are comfortable in mak-
advanced control methods, while the menting the technical solutions. This ing the necessary decisions among a
applied technologies were developed entails spending much of their time on wide range of alternative approaches
individually and independently of each communication and coordination activ- based on given design constraints.
other. With the development of ever- ities, and organizing technical solutions Such demand eventually guided uni-
more sophisticated technologies, the rather than implementing them. versities towards creating dedicated
technical know-how became a primary degree programs for mechatronics.
competitive factor, and efficient tech- 1980s Such programs aim to develop inter-
nology management was extremely Mechatronics evolved as a design phi- disciplinary thinking and practices to
important to keep track of the fast losophy and a methodology used to problem solving where the most effec-
development in a large number of optimize the design process, raise syn- tive engineering solution can be
fields. The introduction of micro- ergy, and provide a catalytic effect for reached without bias from any given
processors in the mid-1970s produced discovering new and simpler solutions traditional engineering discipline. The
an explosive growth in the develop- to traditionally complex problems. Such question was how to develop an engi-
ment of new products that incorporate a methodology is a collection of prac- neering curriculum and teach such a
the technologies associated with tices, procedures, and rules used by different philosophy within traditional
mechanical engineering, electronics, those who work in a particular branch engineering disciplines.
and information processing. Hence, of knowledge or discipline. In the 1980s,
there has been an increasing need for a mechatronics came to mean engineer- 1990s
new approach to engineering. During ing and technology. The advances in By the 1990s, mechatronics came to
the late 1960s and 1970s, the term “sys- digital electronics have enabled the mean education and research identity
tem engineering” came into wide- ability to invent, create, and improve as it emerged as an important engineer-
spread use and the design methods systems that rely on mechanical com- ing discipline. The most notable fea-
used in mechatronics were derived ponents to perform their intended tures of this stage were the increased
substantially from the techniques used actions. A synergistic integration of dif- use of smart functions in mechatronical
by system engineers [2]. System engi- ferent technologies began taking place, products and systems, miniaturization
neers were the first to deal with the a notable example being in optoelec- of the product, enhance human-com-
complex issues raised by interactions tronics. During this stage, the codesign puter interaction, and the shortening of
between software, mechanical compo- concept of hardware/software was the development cycle time through
nents, and electronics. developed and used. The development the use of virtual prototyping and com-
Mechatronics emerged in Japan to of mechatronics technology was initial- puter simulation. Closely related topics
describe the Japanese practices of ly driven by the explosive trend in of development during the 1990s were

14 IEEE INDUSTRIAL ELECTRONICS MAGAZINE ■ SUMMER 2007


rapid prototyping, human-computer range of applications. MEMS, such as ance. This began to change in early
interaction, optoelectronics, electronic the tiny silicon accelerometers that 2000, as witnessed by the growing
manufacturing and packaging, micro- trigger automotive air bags, and other number of universities offering under-
electromechanical systems, advanced electronic engine controls are exam- graduate and postgraduate mechatron-
manufacturing technology for polymer ples of the latter use. After the mid- ics degree courses. Mechatronics has
composite structures, knowledge- 1990s, mechatronics has been widely gained tremendous international atten-
based systems, material handling tech- recognized and received wide atten- tion, and its education is becoming
nologies, etc. Furthermore, a new tion due to its role and importance. important, both widely and globally
breed of intelligent components and implemented. It has yet to be univer-
systems emerged that combine an opti- 2000–Present sally adopted as an engineering sci-
mum blend of all available technologies Since 2000, processor speeds and ence discipline. Hence, it is important
characterized by innovation, high relia- advances in building high memory for both industry and academic institu-
bility, better performance, compact- capacity predicated the boom in in-car tions to work together to tune the
ness, and low cost. In addition, the navigation systems and other audio-visu- required infrastructures that provide
consideration of human factor during al consumer electronic products, as well mechatronics engineers with essential
the design process led to ease of prod- as passive and active safety systems and interdisciplinary knowledge, practices,
uct use, safety, and increased benefits more. Additional important trends are and skills [3].
to the end user. The advances in minia- the increasing role of nanotechnology
turization technology led to further and the incorporation of living and non- Mechatronics: The Definition,
development of micro-electro-mechani- living molecules into processes and the Focus, and the Mechatronics
cal devices such as sensors and actua- products, given their value in improving Knowledge Space
tors and, thereafter, to the evolution of strength, appearance, durability, recycle, The term mechatronics has prompted
more sophisticated sensors and servo- and other functions. many debates on its proper definition
motors with built-in intelligence sup- The interdisciplinary mechatronics and scope. Many definitions of mecha-
ported by local computer-based signal field has experienced phenomenal tronics are available, but none has
processing and control functions. growth since its start more than become universally accepted [1],
Microprocessors embedded in mechan- 37 years ago due to multidimensional [4]–[9]. Indeed, [10] includes collec-
ical systems led to size and efficiency advances in technology and methodolo- tions of many definitions for mecha-
gains with the birth of antilock brakes gy. Today, the term mechatronics tronics. Most of the available definitions
and electronic engine controls. Embed- encompasses a large array of technolo- vary mainly with the discipline and the
ded systems and real-time software gies and represents most of the research background of the person or group stat-
engineering were accomplished issues of modern design. The mecha- ing the definition [11]. Too rigid a defini-
through various types of embedded tronics design methodology is not only tion would constrain and limit the
microcontrollers, which are an indis- concerned with producing high-quality concept and the focus of mechatronics
pensable component of modern products, but maintaining these prod- and bound its progress. Incomplete and
mechatronics systems. ucts as well. This area, referred to as unfocused definitions will only add con-
The 1990s highlight the beginning lifecycle design, supports the knowl- fusion to the concept of mechatronics
of a new era that innovatively merged edge-intensive engineering activities and create many difficulties in its
mechatronics with modern communi- from initial conception to product dis- growth and evolution. Mechatronics
cation and information technologies. posal. Lifecycle design factors include should not be constrained within one
These technologies were added to delivery, reliability, maintainability, serv- of the traditional engineering discipli-
yield intelligent products that are iceability, upgradeability, and disposabil- nar y boundaries. Many different
portable, mobile, and could be con- ity, resulting in products that are notions similar to mechatronics have
nected in large networks. This develop- designed from conception to retirement. been used in various contexts. Micro-
ment made functions such as the Modern engineering encompasses mechatronics, opto-mechatronics,
remote operation of robots, home diverse interdisciplinary areas and, super-mechatronics, mechano-infor-
appliances, manufacturing, biomedical accordingly, it is critical to identify new matics, bio-mechatronics, control-
devices, and health facilities possible. directions in research and engineering mechanics, and megatronics are some
Furthermore, fundamental and applied fields that address, pursue, and imple- of these, each coined to put forward a
developments in mini-, micro-, and ment interdisciplinary development. specific aspect or application of
nano-scale electro-mechanics [espe- Mechatronics has been and shall mechatronics [12], [13].
cially microscale electromechanical remain, a significant design trend The rapid advances in computing
systems (MEMS) and micro-opto- which influences the nature of product and technological capabilities have
electromechanical systems (MOEMS)], development process and technologi- now overtaken many of the early def-
control, informatics, and power elec- cal changes, both in effect as well as initions of mechatronics, in particu-
tronics have motivated and accelerated pace. Yet mechatronics was slow to lar, processor speeds and memory
such growth and have found a wide gain industrial and academic accept- capacity that led to the inclusion of

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more sophisticated design and evalu- that aim to help in making mechatron- The adoption of such a synergized,
ation algorithms and processes, many ics more focused are still quite few. inter- or trans-disciplinary approach to
of which contain intelligent para- The mechatronics community must engineering design implies a greater
digms. There will always be a demand recognize and appreciate the added- understanding of the design process.
to have a more dynamic and up-to- value contributions and specify the Mechatronics is a unifying interdis-
date definition of mechatronics. As challenges that help get to the heart of ciplinary and intelligent paradigm that
the mechatronics discipline is rela- mechatronics as an interdisciplinary synergizes, permeates, and compre-
tively new, evolving, and rapidly engineering discipline rather than hends modern engineering technolo-
expanding, a precise description for busying ourselves with formulating gies, systems, and practices. It
the term mechatronics is not desir- rigid definitions for mechatronics. pervades virtually every aspect of the
able for the time being [3]–[5] Mechatronics has come to mean the modern world. The framework of the
because it is still necessary to under- synergistic, interdisciplinary field of mechatronics engineering science dis-
stand the prospect and the vision of engineering science that successfully cipline describes the synergy of educa-
interdisciplinary engineering of which fuses (but is not limited to) mechanics, tion, knowledge, thinking, design, way
mechatronics is an excellent example. electrical, electronics, informatics and of work, practices, and professional
Hence, there is no need to spend intelligent systems, control systems skills, which is supported by a strong
more time in describing the term and and advanced modeling, optics, sys- engineering science foundation beyond
arguing about the percentage of each tems engineering, artificial intelligence, traditional disciplinary boundaries and
contributed discipline in mechatron- intelligent computer control, precision characterized by open-ended learning
ics. Specialists in the field should engineering, virtualization, and virtual chains with the ability to continuously
cooperate and work more closely to environments into a unified framework fuse new knowledge and experiences
gradually build a common base for that enhances the design of products through life-long learning. Interdiscipli-
the new evolving engineering science and manufacturing processes. The syn- nary mechatronics emphasizes contin-
discipline. There is an urgent and real ergy in mechatronics engineering cre- uous self-learning and team-based
need for scientific contributions ative design and development enables learning through a problem- and proj-
(research, education, knowledge, con- a higher level of productivity, precise ect-based approach to fulfill the chal-
ferences, journals, collaborations, performance, smart and high function- lenges of modern technology and the
etc.) and intensive efforts to sharpen ality, precision, robustness, power effi- demand for innovation. Figure 2 intro-
the understanding of mechatronics as ciency, application flexibility and duces the paradigm of the knowledge
an interdisciplinary engineering sci- modularity, improved quality and relia- space describing the mechatronics
ence and to make the progressive bility, intelligence, maintainability, bet- engineering science discipline which
mechatronics field more focused. ter spatial integration of subsystems reflects the author’s understanding of
Mechatronics should be seen to rep- (embodied systems), miniaturization, the mechatronics knowledge space.
resent a synergy and fusion of knowl- and embedded lifecycle design. In addi- The author believes that right through
edge and practices from a wide range tion, it contributes to shortening devel- the early stage of mechatronics educa-
of disciplines into one knowledge opment time, dealing flexibly with tion, learning, and skill building, the
space, and it should be regarded as a complexity, and adopting cost-effective contributed knowledge of all inherent
philosophy supporting a new way of approaches for a wide range of intelli- disciplines at the degree program
thinking and innovation in engineer- gent products and applications. It is (interdisciplinary foundational and
ing science and design. important to note that the mechatron- core knowledge) and the newly added
Mechatronics as an interdiscipli- ics concept is not just about achieving knowledge, experience, and practices
nary field tends to attract adequate technological and knowledge synergy through professional life as needed are
contributions and insights from all rel- but also involves aspects of organiza- continuously fused to characterize the
evant disciplines. However, currently tion, training, management (projects, uniqueness of mechatronics as an engi-
the field is not really putting forward products, market demands, and admin- neering science discipline. No bound-
the opportunities and challenges aris- istration), and sustainable develop- aries are going to remain between the
ing specifically due to the interdiscipli- ment. Mechatronics systems, contributed knowledge from other dis-
nary interactions. Many mechatronics processes, and products enable the ciplines once they enter the mecha-
conferences came into existence and implementation of a scalable architec- tronics knowledge space. No solid lines
were unfocused, thereby not attracting ture in which functional elements are have been used in Figure 2 between the
the right contributions. This is a disad- equipped with local control, diagnos- contributed knowledge within the
vantage, as unfocused efforts through tics, and communication features. The mechatronics knowledge space and
many international conferences, peri- design of mechatronical systems must with the general knowledge space to
odicals, and meetings could hamper ensure an effective transfer of complex- emphasize the readiness of the mecha-
the development of mechatronics as ity between individual technologies, tronics knowledge space to fuse new
engineering science discipline [14]. Sci- both for individual elements within the knowledge, experiences, and skills that
entific publications in mechatronics system and for the system as a whole. expand it further. Hence, mechatronics

16 IEEE INDUSTRIAL ELECTRONICS MAGAZINE ■ SUMMER 2007


education, learning, and design should cialized knowledge and experience ther details on the synergized and
reflect this fact through the learning within the mechatronics knowledge interdisciplinary foundational and
process while preparing new mecha- space are used for illustration, as in core knowledge associated with a
tronics engineers. In addition, a major reality they are not isolated and they mechatronics degree program.
issue facing mechatronics and mecha- do not have dedicated locations with-
tronics engineers is the readiness and in the mechatronics knowledge space Does Mechatronics Represent a
will to continuously learn (self-learn- because old and new knowledge are Subsystem-Based Approach?
ing, team-based learning, continuous continuously fused. In addition, A subsystem-based approach is a
education, research, etc.) and to effi- selecting specialized topics or going design and product development strat-
ciently fuse new knowledge, skills, into the details of others depend egy by which integrated systems are
and practices into the knowledge upon the interest of each individual built from technology homogeneous
space of mechatronics, as illustrated and the professional needs. The subsystems (mechanics, electronics,
in Figure 2. The locations, the level of “Mechatronics Engineers and the control, and software). Classical sub-
overlapping, the list of foundational Role of Mechatronics Engineering Sci- systems are developed in a concurrent
and core knowledge, and that of spe- ence Discipline” section includes fur- manner with a prominent focus on

The General Knowledge Space

Other Topics of
New Topics Interest
New Topics
of Interest
Biotechnology Mechatronics
Knowledge Space
High Voltage
MEMs, VLSI,
Power Systems
Other New Topics Microsystems Medical Imaging and Other New Topics
of Interest
Instrumentation of Interest
Smart
Mechatronics’ Foundational
Structures and Core Knowledge, such as Computational
Mathematics, Physics, Electrical, Electronics,
Intelligence
Electrical Machines, Mechanics, System Dynamics
Automotive and Modeling, Control, Sensors and Perception,
Engineering Algorithms, Mechatronics Design-Analysis, Machine Seeking Knowledge
Design, Fluid Power, Smart Materials and MEMs, Biomimetics Relevant to New
Computer Network, Programming and IT,
Precision Microcontrollers, Embedded and Real-Time Systems,
Projects and Area
Engineering Robotics and Automation, AI, Simulation and of Research
Interactive Virtual Modeling, Manufacturing
Processes and Production Systems, Projects,
Team Based
Engineering Management, Professional Experience Through
Intelligent Control, Practices, and Electives. Projects New Topics
Real-Time Systems
Wireless Sensor
Human Adaptive/ Networks and Ambient
Friendly Intelligence New
Mechatronics Professional
Skills

Continuous
Self-Learning Note:
The selection/overlapping
of specialized topics
(beyond the foundational
and core knowledge),
and their details depend
on the interest of each
individual and the
professional needs of
the relevant carrier.

FIGURE 2 — Mechatronics knowledge space paradigm.

SUMMER 2007 ■ IEEE INDUSTRIAL ELECTRONICS MAGAZINE 17


subsystem interfaces [4] and not on has to take place with the goal of creat- applications, including research, and
optimizing the overall design process. ing synergetic effects [15]. In addition, scientific disciplines [2], [17]. It is
Successful mechatronics engineering to improve this situation, there is an important to understand properly the
can hardly be based solely on such lit- urgent need for theories, models, and interdisciplinary engineering concept
erature. Mechatronics should be seen tools that facilitate modeling, analysis, and point out how the synergy of disci-
to represent synergy and fusion of synthesis, simulation, and prototyping plines leads to an integration of disci-
knowledge, technologies, and prac- of multitechnological systems both at plinary insights through construction
tices. Thus, a mechatronics engineer the subsystems level and at the system of a more comprehensive perspective
identifies with systems thinking and level, of which mechatronic systems and how to evolve to new degrees of
the philosophy that lies behind it. are an important example. The key to a freedom in design and corresponding
Mechatronics products and systems concurrent and synergetic mechatron- research directions.
can only achieve their desired func- ics design methodology is modeling New technology, new ideas, new sub-
tionality through a process of system- and simulation. Being able to analyze jects of study, and new research goals
atic fusion of all inherent disciplines and simulate the subsystem at an early are emerging at the same time and rais-
involved right through from the con- design stage is of great help in finding ing challenges to disciplinary bound-
ceptual stages. Invoking only mechani- the optimum design solution. Hence, aries. In addition, there are real-world
cal, electronic, or computer-based one of the most important features of issues and problems that are too broad
entities would not in itself provide a mechatronics design tools will be the or complex to be dealt with adequately
unified approach to its delivery for a interchangeability of models between by a single discipline or profession, and
complete system solution. Team-based design tools from different domains. they can be fruitfully examined in an
mechatronics solutions require the use Control algorithms and, hence, control interdisciplinary framework. Multiple
of an integrated and interdisciplinary engineering are essential to mecha- viewpoints are thus developed and
team of personnel working towards a tronics systems. Ideally, this will lead gradually become part of the new
common goal and seeking to optimize to a development strategy involving trends of explanation, modeling, and
an engineered solution as an outcome more conceptual and top-down design confrontation. Interdisciplinary work is
of the development process rather and less ad hoc and bottom-up design. a purposeful interaction of knowledge,
than compromising it. This insight nat- The design and development skills, and processes from different
urally lends itself to the concept of process of mechatronic products and fields of study and different perspec-
total quality. However, quality in systems embeds the subsystem and tives towards problem-solving, broad
mechatronics is already implied by the subprocess techniques through syner- understanding, and cognitive develop-
way in which system-based solutions gy and fusion. The mechatronics ment. True interdisciplinary work
are sought, as well as by the method- development process is different from occurs when researchers from two or
ologies used for achieving it. In reality, other development processes in the more disciplines pool their knowledge,
mechatronics opens up enormous sense that it spans many closely cou- experience, and techniques and have
technological possibilities that would pled engineering domains. To optimize open and transparent interaction so
never be possible by adopting a tradi- a subsystem, it is necessary to treat that their synergized ideas and thinking
tional single disciplinary or classical the entire system in a concurrent and are better suited to solve the problem at
subsystem-based approach. synergized manner during the design hand. Interdisciplinary work involves
The new flexibility in mechatronics process. Optimization within each bringing together distinctive compo-
design is based upon a number of domain separately will not result in nents of two or more disciplines in a sin-
design choices with respect to the way the optimum system design. There- gle mind. In academic discourse, the
to partition the design into core func- fore, all the domains of the subsys- term interdisciplinary typically applies
tionalities, select the suitable technolo- tems have to be treated interactively to four realms: knowledge, research,
gy, and implement it. Adopting the and concurrently. education, and theory [18]–[20]. Inter-
technology for the decided functionali- disciplinary analysis requires synergy of
ties at the early stage of the design will Mechatronics: A Unifying knowledge, and its quality depends on
limit the possibilities for further Interdisciplinary Paradigm the degree of influence exerted by the
improvement of the system design. The technology at the beginning of the respective disciplines while it helps to
The solution of tasks for designing 21st century cannot be partitioned push research in related fields into new
mechatronic products and systems is according to conventional disciplines fruitful directions. Various disciplinary
performed at every technological and, further, important innovations knowledge, concepts, tools, and rules of
level in that design. Herewith, the often stem from the interaction of sev- investigations are considered, contrast-
interrelations during the design eral previously unconnected streams ed, and combined in such a way to yield
process play an important role of scientific and technological activi- a better outcome that is more than sim-
because of the interrelated influence ties. Such evolution demands a poten- ply the sum of each discipline. Success-
from each technological level. This tial interdisciplinary approach that is ful interdisciplinary thinkers do not only
means that simultaneous engineering able to bridge the gap between real generate new knowledge through

18 IEEE INDUSTRIAL ELECTRONICS MAGAZINE ■ SUMMER 2007


concurrent synergy and synthesis as Learning and Thinking Through thinking skills into the design process
they explore the issue or topic at Innovative Mechatronics Design during project-based learning may pro-
hand, they also acquire a fuller Mechatronics focuses on the process vide a rich learning environment that
appreciation for the epistemological of learning linked with actions rather contributes not only to the develop-
similarities and distinctions between than teaching, and the learning process ment of thinking skills but also to a bet-
and among the disciplines. is directly coupled with thinking. Think- ter understanding of the discipline
Mechatronics engineering is about
mastering a multitude of disciplines,
technologies, and their interaction,
whereas mechatronic science is about Mechatronics evolved as a design philosophy and a
invention and development of new the-
ories, models, concepts, and tools in
methodology used to optimize the design process,
response to new needs evolving from raise synergy, and provide a catalytic effect for
interacting scientific disciplines.
Mechatronics thinkers will play a discovering new and simpler solutions to
major role in closing the gap between traditionally complex problems.
different disciplines. Mechatronics is
an engineering science that features an
interdisciplinary knowledge area and ing is a skill that can be developed. It is under study. The mechatronics engi-
interactions in terms of ways of work important to prepare students, educa- neering science curriculum suggests
and thinking, practical experiences, tors, and members of research teams that educators create rich learning
and theoretical knowledge. Conse- to engage in thinking about something, environments filled with real-world
quently, the important role of mecha- knowing how to conduct inquiry, how applications. The assessment process-
tronics is to bridge the gaps between to listen, how to evaluate the opinions es of learning outcomes in a rich learn-
relevant engineering sciences. Mecha- of others, and how to compare alterna- ing environment have had an important
tronics creates a virtual locus where tives. This will help to organize think- impact on the learning process.
researchers from different fields and ing as a methodology and techniques It is important for the student to
disciplines can meet. Creating the to reach certain goals through a sys- study and apply lateral thinking tools
synergy between different disciplines tematic use of thinking tools, clear to deal with different alternatives, con-
leads to new degrees of freedom in awareness of the need for reflective sider multiple factors, and refrain from
design and corresponding research thinking, self-evaluation of thinking, premature judgments on ideas. Lateral
directions. In addition, the professional design of thinking tasks, and methods thinking refers to discovering new
mechatronics concurrent design and to implement these tasks. directions of thinking in the quest for a
development process features interdis- The mechatronics engineering sci- wealth of ideas through brainstorming.
ciplinary work in practice through ence is a challenging field that improves In addition, they should use vertical
innovative development processes by the design process, methodologies, effi- thinking tools to shortlist the best solu-
merging necessary team members ciency, energy savings, ease of use, and tions, document their design process,
from different disciplines inside a con- human factors from the viewpoint of the and then go through the details of
current and interactive development system level. Imparting creative thinking implementation, testing, and evalua-
environment, and facilitates systematic and problem solving within the design tion. Vertical thinking deals with the
and synergized process to achieve the process of mechatronical projects and development of idea details and
necessary fusion through the design systems requires not only changing the checks them against objective criteria.
process. The mechatronics design and teaching methods and learning environ- In order to be able to use both effec-
development process can be divided ment, but also adopting new assessment tively, one must appreciate their differ-
generally into seven interactive stages: methods [21], [22]. This component of ences. During the work on a
understand the problem and identify the evaluation determines the degree to technological project, lateral thinking
the need; collect relevant information; which the approach to mechatronics is initiates the learning process while stu-
introduce alternative solutions; choose implemented and the impact of each dents seek alternatives and examine
the optimal solution; design and build activity on specified student learning different solutions through brainstorm-
a prototype; test, evaluate, and adjust outcomes. These aspects of a learning ing [24]. Vertical thinking is essential at
the development process; and esti- environment contribute to creating chal- the stage of choosing a solution and
mate manufacturing cost and assess lenges, curiosity, imagination, and suc- developing it. Vertical thinking and lat-
production feasibility. Figure 3 intro- cess in the study of science and eral thinking complement each other,
duces the synergetic and interactive technology. It is evident that there is a and both are the essential elements of
development environment for the role for science and technology educa- creative thinking [25]. Lateral thinking
mechatronics design and development tion, as they remain a crucial part of gen- is a central, but not singular, compo-
process along with the main actors. eral education [23]. Infusing creative nent of creative thinking. Referring

SUMMER 2007 ■ IEEE INDUSTRIAL ELECTRONICS MAGAZINE 19


back to Figure 3, the same interactive Problem solving through project-based in-loop simulation, software design
development environment can be used learning could be used as a tool to library, software components of mecha-
as a paradigm supporting team-based develop students’ competencies by tronic subsystems, CAD and mechani-
learning through problem- and project- working on integrated projects [26]. cal library support, test support, etc.
based approaches. In this case, the Many of the steps in mechatronics Keep in mind that there will always be
actors will be the students making up design start to rely on computer-based error between the behavior of a prod-
the project team. In addition, another tasks, such as information fusion, man- uct model and the actual product. In
stage (stage zero) is created to enable agement, and design testing, etc. Due mechatronics design, unmodeled
team members to conduct brainstorm- to this, a mechatronics design process errors are accounted for in the proto-
ing, which leads to establishing the needs to be supplemented with infor- typing step, where their effects are
topic or problem of the project under mation systems and an efficient com- absorbed into the design. During pro-
the guidance of their supervisor. puter-aided prototyping environment totyping, many noncomputer subsys-
To avoid the unexpected trouble of that can guide all early analysis and tems of the model can be replaced
a generalized design process, students design phases of the development with actual hardware. Sensors and
should fuse the knowledge of the vari- process to significantly decrease devel- actuators provide the interface signal
ous disciplines and learn the applica- opment and validation time. The key necessary to connect the hardware
ble standards and rules, as well as the functions and set of tools that feature subsystems back to the model. Since
underlying scientific principles and such a development environment may system elements may work in a differ-
economic concepts with the necessary include (but are not limited to): model- ent time base, it is essential to have
project management skill. Project- ing, simulation, project management, proper synchronization.
based learning in technology encour- design analysis, real-time interface, Researchers, designers, and com-
ages students to work in teams where code generator, embedded processor mercial developers are now employing
they can combine hands-on activities. interface, synchronization, hardware a wide range of advanced computing

Final Design for


Synergetic and Interactive Production with Full
Development Environment Documentation
for Mechatronics Design
and Development Process. Estimate
Manufacturing Cost,
and Assess Production
Feasibility.
Project Coordinator
Design Review, Evaluation,
Schedule, Milestones, Design Team
Enhancement, Life Cycle
Resources, Constraints, Work
Design Factors, and Human
Assignment, Documentation
Factors Considerations.
Plan, Schedule, Roles and
Responsibilities, Design
Details, Simulate, Test, Build
Prototype, Evaluate, Optimize.
Finance and Technical and
Sales Personnel Short List, Assess, Shapeup Production Personnel
Solutions, and Select Solution. Set
Target Functional Requirements
and Details Specifications.

Brainstorming for New Ideas and


Solutions Development. List
Others Personnel Potential Solutions, Scenarios, Logic Manufacturing
as Necessary Flow, Priorities. Personnel

Explore and Analyze Relevant Existing


Systems, and Patents. Establish Technical
Feasibility and List Functional Requirements.

Understand and Define the Nature of the


Stage 1
Problem/Target, and Identify the Needs. Set
• Define Market Segments Interaction with Environment
Goals and Constraints.
and Other Personnel for
• Identify Lead Users
Information, Discussion,
• Identify Competitive Presentation, etc. and as
Products Necessary

FIGURE 3 — Synergetic and interactive development environment for mechatronics design and development process with its interactive stages.

20 IEEE INDUSTRIAL ELECTRONICS MAGAZINE ■ SUMMER 2007


techniques that are capable of human user/operator [27]. Mechatron- elements of their actions based on
enhancing the working environment of ics will meet human science and will interactive signals that yield to change
designers and empowering engineers be applied to enhance human perform- in skill parameters. To fulfill this reli-
in their work [16]. Some important ele- ance in general, through harmony of ably, it must
ments of engineering informatics are coexistence, and to help elderly/handi- ■ model human and machine dynam-
explicit representations of physical capped people lead their lives safely ics with special consideration on
and abstract components, symbolic and securely. However, the design of variable constraints
■ model the psychophysical charac-
teristics of human user/operator
■ model the required operation based
A key topic in the new mechatronics era is the design on the demand for essential skill,
of human-oriented machines that implies intelligent knowledge, and quality decisions
■ understand the cognition of human
and cooperative coexistence beyond time and behaviors and extend the assistance
to humans by providing information
physical constraints. that helps to understand the situa-
tion, leading to quality decisions
and numerical process models, graphi- human-oriented machines should and a higher level of coordination
cal user interfaces, large-scale data- bring no mental and psychological ■ enable dynamic interaction between
bases, and interactivity. stress to its user. This will lead to such mechatronical systems and
human-friendly and environmentally human; aspects that have to be con-
Human Adaptive and Friendly conscious mechatronic technologies sidered in designing such interac-
Mechatronics (HAFM) that coordinate work and cooperate tive and cooperative machines
The new era of mechatronics provides with human beings. It appears natural include work psychology, safety,
new methodologies and tools to design to design machines that can cooperate ergonomics, control architecture,
and build machines and systems for in an intelligent way with their human control modules, etc.
safety, security, and dependability. The users, thus enabling humans to make ■ assure safety throughout the cou-
main goals of modern technologies are the best use of the machine capabili- pling and interactive relation
to have a smart living environment ties while it protects itself from any between human and machine with
that reduces operational stress, facili- misuse or critical situations. Such the capability to resolve urgent and
tates better life, and assists human human-oriented machinery will have critical situations.
well-being while maximizing perform- novel features in their behavior There are a number of criteria for
ance. The increased functionality and relevant to the level of interaction with how functions and authority are allo-
smartness mean the ability of products humans [3], [27], [28]. This implies cated to human and machine depend-
to identify and respond to changes in that the enabling mechatronics sys- ing on the versatility of humans and
the environment and to user’s needs. tems have to understand human the consistency of the machine. These
Hence, a key topic in the new mecha- behavior and interact intelligently, criteria may include the following
tronics era is the design of human-ori- adaptively, seamlessly, and mutually techniques: leftover (with a high
ented machines that implies intelligent for the sake of optimizing the perform- degree of automation, and only the
and cooperative coexistence (beyond ance. This will be achieved by using tasks which cannot be automated are
time and physical constraints) be- new methods and techniques with left over to human), economic (for
tween technical systems and biological learning and adaptive properties that each partial task the cheapest solution
ones (human) within their natural envi- reflect the complexity of the working is chosen), comparison (the task is
ronment. Human and machine may environment and the design require- allocated to the side who performs
either share the same natural environ- ments for the interactive cooperation best), and complementary (assume
ment or be located at different ones. In between human and machine. that both sides have different capabili-
the latter case, it should be supported Robust HAFM systems adapt them- ties, while complementing each other)
by mutual awareness to create a natu- selves to the skill level or dexterity of [27]. Understanding these criteria may
ral and mutual perception as they are humans under various environments help to develop intelligent tools that
co-located within the same natural with aims of improving user’s skill and can assist human operators/users by
environment. The machines can over- assisting the human-machine interac- giving them natural operational feel-
come situations that could not be fore- tion to achieve the best performance. ings. This demands physical symmet-
seen at the design stage, in an This includes not only assisting con- rical interaction between both sides
autonomous way and up to a certain trol action, but also providing proper mediated by common tools/modules,
degree of complexity, while in critical data and knowledge for understanding which includes their dynamical and
situations it is necessary to facilitate the situation and making better deci- behavioral/functional models, and
intelligently the interaction with the sions. Humans can improve the skill supported by sensory information

SUMMER 2007 ■ IEEE INDUSTRIAL ELECTRONICS MAGAZINE 21


reflecting each side’s activities and development sectors have recognized associated intelligent functionalities.
their local environments. Both sides that the demand for better perform- Information fusion can take place at dif-
may be located at the same local ance, considering cost and environmen- ferent levels of abstraction in a system
environment or located at completely tal constraints, cannot be achieved by and at each subsystem as necessary.
different environments. Ambient intel- simply having highly performing hard- The resulting decision or action is in
ligence, biologically inspired technolo- ware or by increasing the physical func- some sense better, qualitatively or
gy (biomimetics), information and tionality of individual components. quantitatively. In addition, utilizing the
Internet and fusing mechatronics with
information networks is supporting
global connectivity and enabling peo-
The interdisciplinary mechatronics field has ple and systems to act and operate
beyond time and space constraints.
experienced phenomenal growth since its start more Just as the Internet induces us to think
than 37 years ago due to multidimensional advances of information as a flow with a plurality
of contexts, research on the network
in technology and methodology. similarly forces us to think of science
as a dynamic enterprise with a plurality
communication technologies, intelli- Modeling activities are needed in prod- of referents. Practicing interdiscipli-
gent control, and smart materials rep- uct design and interaction design with nary work means taking advantage of
resent good candidates to facilitate software content that utilizes the this plurality and guaranteeing the dif-
the evolution of HAFM. advantages provided by the capabilities fusion of ideas and the mobility of con-
of individual elements. The software cepts [29], [30].
Mechatronics and the becomes an actual part of machine ele-
Role of Information and ments that is necessary for its function Mechatronics Engineers and
Communication Technologies and operation. The role and power of the Role of the Mechatronics
The evolution of information and com- the system software enables better per- Engineering Science Discipline
munication technologies and infra- formance through interaction and expe- Until recently, most engineers have
structures of networking along with rience building that features smart been trained in one very specific disci-
multimedia facilities and multimodal products. The success of microcon- pline, while today’s product designers
interfacing are infiltrating our lives and trollers and digital signal processors need to have interdisciplinary educa-
imposing new structures and linkages was characterized by an efficient hard- tion and knowledge in system design.
not only on human living physical ware combined with flexible and In addition, the composition of existing
environments but also on human life adaptable software structures [8]. products has undertaken a drastic
and work habits. Such changes will not Furthermore, technological systems change that requires an important
only cover gathering and exchanging that are controlled through software adaptation of today’s educational cur-
information but also the way to con- by a computer provide a rich learning riculum in engineering [36]. To achieve
duct business, education, research, environment and expose the learner the needed operational quality and effi-
medical treatment, space missions, to a variety of representations and ciency, current and future engineering
consultation, and manufacturing. With configurations, such as realistic mod- workplaces require skills of graduates
the beginning of the 21st century, a els, simulations, mathematical models, that go beyond those taught in tradi-
definite move can be recognized algorithms, graphics, and animations. tionally designed degree programs.
towards a new, global sense of connec- In mechatronics, software and sen- Mechatronics design philosophy and
tivity where physical presence is no sory information represents vital concurrent practices for achieving the
longer a prerequisite for physical influ- dynamic elements that contribute to physical embodiment of those designs
ence. The success of the machine and optimizing capabilities, enhancing have been recognized as an effective
electromechanical industries will smartness, and improving flexibility of response to the challenges. For the pur-
depend on their ability to incorporate targeted systems through the design pose of adopting such a philosophy,
the best achievements of information process. The capabilities of mechatron- the engineering education and learning
technology into their products and ics systems are increasingly a function systems are confronted with the need
processes to discover and utilize new of their control software, and computa- to have creative response by develop-
functionalities and respond quickly to tional capabilities and limitations must ing new curriculums integrating con-
new market and user demands. be considered at every stage of design current theoretical and practical
Cheap and high-density microelec- and implementation. The software in knowledge, synthesize vertical and lat-
tronics will proliferate in all tools and mechatronics systems is the making of eral thinking, and create a rich and flex-
physical environments, and its minia- information fusion with methods and ible learning environment to fulfill the
turization plays a major role in algorithms to facilitate decisions and demands for multiskilled engineers
mechatronics. Industrial design and action support and the building of [31]–[33]. There is a need to develop

22 IEEE INDUSTRIAL ELECTRONICS MAGAZINE ■ SUMMER 2007


interdisciplinary mechatronics educa- and presentation. Mechatronics cur- tant to mention that the mechatronics
tional degree programs which can qual- riculum and the educational environ- curriculum for a degree program
ify the graduates to effectively think, ment should promote interest in should meet the standard require-
create, design, lead, build, and maintain lifelong learning in practicing engineers ments, such as ABET criteria [38]. The
the products and systems of today and with the ability to monitor and assess ABET criteria emphasizes the impor-
tomorrow. There is a need to prepare their own adequacy in knowledge and tance of interdisciplinary education
engineers who are proficient in the skills to achieve desirable outcomes. In and teamwork with proper balance
combined application of systems addition, it should address industrial between design, hands-on and project-
design as well as mechanical, elec- and end-user needs with knowledge of based applications for the purpose of
tronic, and computer-based control to computer and information tools used supporting learning and establishing
manage sophisticated manufacturing in industry. fundamental theoretical background. In
processes and technology-intensive A mechatronics engineering degree addition, the total number of required
operations, develop high-value-added program should be designed to incor- credits should be maintained according
products of mechatronics nature, and porate foundational subjects with fun- to the standard requirements.
provide quality interdisciplinary engi- damental knowledge in physics, The theoretical and practical com-
neering services. A mechatronics engi- mathematics and statistics, computer ponents of any mechatronics curricu-
neer should be a good communicator system and programming, mechanics— lum should be integrated so that the
and equipped with good management static and dynamic, structural mechan- topics for the lectures emerge from the
skills that enable him/her to work in ics, thermo-fluid and power systems, direction that the (small, medium, and
and lead design teams, which may con- introduction to algorithms, electrical large) projects are taking. The projects
sist of specialist engineers as well as and electronics, measurements and should be designed to lead students to
general staff. Industries and academic interfacing, etc. In addition, there develop a greater interest in engineer-
institutions are currently reacting to should be core subjects in system ing learning processes and reflect real
these challenges in their own different dynamics and modeling, control sys- needs more closely. Progress and diver-
ways [33]–[37]. tem (theory, design, analysis), smart sity should characterize the projects.
Mechatronics engineering education material and MEMs, embedded real- This enables the students to build upon
should focus to produce engineers who time systems, microcontrollers, sen- the knowledge and skills that they have
can work in a high-technology environ- sors and perception, mechatronics and developed during previous stages while
ment, emphasize real-world hands-on engineering design, machine design, subjecting them to new challenges.
experience, and engage challenging robotics and automation, simulation Incorporating projects into earlier years
problems and complex tasks with ini- and virtual prototyping, manufacturing of degree programs increases students’
tiative, innovation, and enthusiasm. It process and intelligent manufacturing, curiosity, physical understanding, and
should produce engineers who can rea- AI and computational intelligence, com- insight. It is important to strengthen
son effectively, accurately, and creative- munication protocols and networking, and sustain the quality and integrity of
ly from an integrated, flexible, and engineering management, etc. Elective a targeted mechatronics degree pro-
reusable knowledge base. Mechatron- subjects can be added to further deep- gram by having industrial linkage, peer
ics education should prepare engineers en students’ knowledge in certain areas review, and professional self-regulation.
who have the skills of free inquiry and of specialization. Some of these techni- At the same time, an internal review
are able to solve complex and large- cal areas may include intelligent con- process presents an invaluable oppor-
scale problems from a system perspec- trol and real-time systems, advance tunity to analyze how to conduct and
tive. It can produce engineers who can control theory, medical instrumenta- improve affairs.
carry out subject-specific and interdis- tions and control, nanotechnology and
ciplinary projects, and collaborate micro-mechatronics, automotive tech- Conclusions
effectively as a team member across nologies and intelligent transportation Through its evolution, mechatronics
disciplines on mechatronical projects. systems, process control, intelligent has proven itself as a unifying interdis-
Mechatronics education can produce robotic systems, biomechanics, com- ciplinary and intelligent engineering
engineers who have confidence to take puter vision and learning, aerospace science paradigm, as it is opening new
responsibility in making decisions systems, high-voltage systems and pro- horizons in all fields due to the stimu-
throughout the development process tection, smart structures, etc. Further- lation of synergy, fusion, and interdisci-
of new products and projects and have more, it should include supporting plinary efforts. This insight naturally
competence in communication, team- subjects in management, product lends itself to the concept of total qual-
work, and project management along development and marketing, and pro- ity which emphasizes learning and
with essential managerial personal fessional engineering practices. The innovation rather than teaching.
skills needed to design and produce author would like to emphasize that HAFM represents the new era of
modern-day mechatronic products, the importance of the foundational mechatronics, which provides new
processes, and systems and build up knowledge is not less than that of the methodologies and tools to design and
confidence in planning, negotiation, core knowledge. In addition, it is impor- build new human-oriented machines

SUMMER 2007 ■ IEEE INDUSTRIAL ELECTRONICS MAGAZINE 23


and systems featuring harmony and fessor with Monash University Malaysia [15] R. Isermann, “Mechatronics systems-A challenge
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24 IEEE INDUSTRIAL ELECTRONICS MAGAZINE ■ SUMMER 2007

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