Syllabus for the Mechanical Engineer Qualification Examination (Trial)

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This post was last edited by steincat on 2009-8-15 20:45. Syllabus for the Mechanical Engineer Qualification Examination (Trial Version). Syllabus for the Mechanical Engineer Qualification Examination (Trial Version). Preface. The “Syllabus for the Mechanical Engineer Qualification Examination” (Trial Version) is one of the examination standard documents formulated by the Chinese Society of Mechanical Engineering and the National Education Examinations Authority in order to carry out the certification of technical qualifications for mechanical engineering professionals in China. It serves as a basis for candidates applying for mechanical engineer certification to prepare for the “Comprehensive Competence and Skills” exam; it is used as a basis for compiling educational materials such as the \"Guide to Mechanical Engineer Certification Exams\"; it provides a foundation for providing tutoring services in various regions; and it is used as a basis for developing exam questions. This outline is divided into four parts: I. Basic requirements, II. Examination content, III. Relevant regulations and explanations, IV. Example titles. The basic requirements section aims to show that, as a qualified mechanical engineer, one should actively adapt to the trends of globalization, informatization, greening, and service orientation in today’s manufacturing industry, strive to improve their overall capabilities, and become a new generation of mechanical engineering professionals with strong professional ethics and innovative thinking, who possess knowledge of mechanical manufacturing techniques as well as understanding of economic and management principles as well as relevant international standards. The examination topics outlined in the syllabus reflect the eight areas of basic knowledge, related knowledge, and skills that a competent mechanical engineer should possess. The content of these exams covers not only the main fundamental and specialized knowledge learned in university, but more importantly, it includes the practical experience and skills that candidates should acquire to apply this knowledge in their work. It also involves new knowledge that should be acquired after graduating from university, representing a comprehensive assessment of the candidates’ overall competence. Therefore, in order to meet the basic requirements set out in the syllabus through the qualification exam, candidates must have a solid university foundation, practical work experience after graduation, and continuous learning through ongoing education while working. Part III of the outline contains the relevant regulations and explanations regarding the format, timing, precautions for the qualification exam, as well as the structure of the exam papers, the distribution of questions, the types and quantities of questions, and their difficulty level. Part IV of the outline provides sample questions for the Unit 1 exam and the Unit 2 exam. This outline still needs to be further improved and refined after going through a phase of practical testing. We hope that users will offer their suggestions and opinions. I. Basic Requirements 1. Master engineering drawing standards and representation methods proficiently. Master the selection and marking of tolerance fits. 2. Be familiar with the properties, testing methods, and selection of common metal materials. Master the principles of steel heat treatment, and be familiar with the heat treatment methods for common metal materials as well as their selection. Understand the types and applications of common engineering plastics, special ceramics, optical fibers, and nanomaterials. 3. Master the basic knowledge and skills of mechanical product design, and be able to skillfully design parts and components. Familiar with the design procedures and basic technical elements of mechanical products, capable of using computers for the auxiliary design of parts, familiar with practical design methods, and aware of modern design approaches. 4. Master the basic knowledge and skills for developing manufacturing processes, be able to skillfully design the processing procedures for typical parts, and analyze and resolve common process issues that arise on site. Familiarize oneself with the basic technical contents, methods, and characteristics of mechanical manufacturing processes such as casting, pressure processing, welding, cutting (grinding) processing, special processing, surface coating treatment, and assembly, and master certain key aspects. Familiar with process plan and design knowledge of process equipment. Understand the principles and knowledge of production line design and workshop layout. 5. Be familiar with safety regulations, ethical standards, and legal knowledge related to the profession. Familiar with the basic knowledge of economics and management. Understand the concepts and applications of management innovation. 6. Be familiar with quality management and quality assurance systems, master the basic tools and methods of process control, and understand relevant quality inspection techniques. 7. Be familiar with the basic knowledge of computer applications. Familiar with the structure, functions of computer numerical control (CNC) systems, and the development of control programs. Understand the basic concepts of computer simulation, as well as the characteristics and applications of common computer software. 8. Understand the knowledge related to automation in mechanical manufacturing. II. Exam content 1. Engineering drawing and tolerance coordination 1. General provisions for engineering drawings (1) Drawing frame (2) Drawing lines (3) Scale (4) Title block (5) View representation method (6) Layout of drawings (7) Section symbols and drawing methods 2. The prescribed drawing method of parts and components (system) drawings (1) The prescribed drawing method of mechanical system parts and component drawings (the drawing method of threads and threaded fasteners, the drawing method of gears, racks, worms, worm gears and sprockets, the drawing method of splines and the drawing method of dimensioning springs) (2) The schematic drawing method of mechanical, hydraulic and pneumatic system diagrams (simplified drawing methods and symbols of mechanical parts and components, simplified drawing methods and symbols of pipelines, interfaces and joints, simplified drawing methods and symbols of commonly used hydraulic components) 3. Schematic diagram (1) How to draw the schematic diagram of the mechanical system (2) How to draw the schematic diagram of the hydraulic system (3) How to draw the schematic diagram of the pneumatic system 4. Schematic diagram 5. Dimensions, tolerances, fits and geometric tolerance markings (1) Dimension markings (2) Tolerance and fit markings (basic concepts of tolerance and fit marking methods) (3) Geometric tolerance markings 6. Surface quality description and labeling (1) Surface roughness evaluation parameters (2) Surface quality labeling symbols and codes (3) Surface quality labeling description 7. Dimension chain 2. Engineering materials 1. Metal materials (1) Material properties (mechanical properties, physical properties, chemical properties, process properties) (2) Crystal structure (properties of crystals, crystal structure of metal, crystal structure of metal, transformation of metal in solid state, structure of alloy) (3) Iron-carbon alloy phase diagram (Typical crystallization process of iron-carbon alloy, analysis of the influence of carbon on the balance structure and properties of iron-carbon alloy, application of iron-carbon alloy phase diagram) (4) Test method (tensile test, impact test, hardness test, chemical analysis, metallographic analysis, non-destructive testing) (5) Material selection (usability, process performance, economy) 2. Other engineering materials (1) Engineering plastics (commonly used thermoplastic engineering plastics, commonly used thermosetting engineering plastics, commonly used plastic molding methods, applications of engineering plastics) (2) Special ceramics (alumina ceramics, silicon nitride ceramics, silicon carbide ceramics, boron nitride ceramics, cermets) (3) Optical fibers (types of applications) (4) Nanomaterials (types of applications) 3. Heat treatment (1) Heat treatment process (heat treatment of steel, heat treatment of cast iron, heat treatment of non-ferrous metals) (2) Heat treatment equipment (fuel furnace, resistance furnace, vacuum furnace, induction heating power supply) (3) Heat treatment application (shafts, springs, gears, rolling bearings, molds, tools, cast iron, steel castings, non-ferrous metal parts) 3. Product design 1. New product design and development procedures (1) Feasibility analysis (market research product positioning feasibility analysis report) (2) Concept design (design requirements, functional analysis, scheme design and design brief) (3) Technical design (work content and requirements, mechanical structure design and calculation instructions) (4) Design evaluation and decision-making (evaluation objectives, criteria evaluation methods) 2. Basic technical elements of mechanical design (1) Strength and stiffness (2) Structural process design (machinability design, assemblability design, packaging and transportation design principles and key points) (3) Reliability (reliability evaluation index reliability design) (4) Friction/wear/lubrication (friction law, wear law, factors affecting friction and wear, methods to reduce friction and wear) (5) Mechanical vibration and noise (basic concepts of vibration, the root causes and hazards of noise, strategies and measures to prevent and reduce vibration and noise) (6) Safety (the principle of safety design and protection design) (7) Standardization and generalization 3. Mechanical parts and components design (1) Mechanical transmission and its parts and components (the functional characteristics of the gear and the design and calculation of the functional characteristics of the shaft and the design of the screw, the functional characteristics and design of the belt drive and the design and calculation of the functional characteristics of the reducer and the functional characteristics and design of the speed regulator) (2) Connections and fasteners (the functional characteristics of the bolt connection and the functional characteristics of the design key and the design of the pin, the functional characteristics and design of the coupling, the functional characteristics and design calculation of the interference connection) (3) Operational adjustment and control parts (functional characteristics of the spring and functional characteristics of the designed clutch and functional characteristics of the designed brake) (4) Box/frame parts (design criteria for the box and rack, general requirements for box and rack design, design steps for the box and rack) 4. Pneumatic and hydraulic transmission control systems (1) Commonly used pneumatic and hydraulic components (control valves, pumps and motors) (2) Pneumatic and hydraulic transmission principles and system design (basic pipeline design of pneumatic system and basic pipeline design of hydraulic system) (3) Common fault diagnosis and maintenance (4) Seal design 5. Basics of electrical transmission (1) Electric motor (DC motor, asynchronous motor, synchronous motor) (2) Electrical speed regulation (speed regulation of DC motor, speed regulation of asynchronous motor) (3) Electrical braking (DC motor braking, asynchronous motor braking) (4) Selection of electric motors 6. Design methods and applications (1) Computer-aided design (conceptual application) (2) Practical design methods (industrial styling design, optimization design, ergonomics, inverse technology, modular design, finite element analysis, rapid prototyping) (3) Modern design methods (parallel design, intelligent design, life cycle design, green design, innovative design) 4. Manufacturing process 1. Process design (1) Basic concepts of process (production process process, machining process, machining process, machining process specification) (2) Basis, procedures and main issues of process specification design (basis of process specification design, procedure of process specification design, main issues in process specification design) (3) Product structure process review (product structure process review object, product structure process review purpose, product structure process review, product structure process review, product structure process review content, product structure process review content) (4) Positioning datum selection (the concept of datum, the selection of fine datum, the selection of rough datum) (5) Process route design (selection of surface processing method, division of processing stages, arrangement of processing sequence, reasonable combination of processes) (6) Determination of machining allowance (concept of machining allowance, factors affecting machining allowance, method of determining machining allowance) (7) Process size calculation (basic concept of process dimension chain, basic process dimension chain solution, comprehensive process dimension chain chart calculation method) (8) Technical and economic analysis of process plans (evaluation principles of process plans, analysis and comparison of process plans) (9) Examples of typical part process design (processing technology of box parts, spindle processing technology, cylindrical gear processing technology) 2. Design and manufacturing of process equipment (1) Process equipment and its types (types of process equipment) (2) Basis for selection of process equipment (process plan, process procedures, process requirements and equipment, existing process equipment conditions of the enterprise, standards, ordering manuals, atlases and instructions for use of various types of process equipment, etc.) (3) Principles of process equipment selection and design (4) Process equipment selection procedures (5) Process equipment design procedures (6) Technical and economic evaluation indicators for process equipment design (or selection) (7) Process equipment verification (purpose of process equipment verification, scope of verification, main content of verification, method of verification) 3. Workshop graphic design (1) Workshop production equipment layout principles (2) Product type and production analysis (equipment layout plan according to product (or assembly line, production line) equipment layout plan according to type of work (or specialization) equipment layout plan into groups (or units)) (3) Layout method of workshop equipment (cluster layout assembly line layout) 4. Cutting (grinding) processing (1) Basic knowledge of cutting (grinding) processing (basic concepts metal cutting rate, cutting force, cutting heat and cutting temperature, tool wear and tool durability, cutting processing methods and characteristics, economical processing accuracy) (2) Turning (commonly used turning methods, typical turning processing surface types, lathe types and scope of application, typical turning processing (non-CNC turning methods), new turning technology) (3) Milling (commonly used milling methods, typical milling processing surface types, milling machine types and scope of application, typical part surface milling and ultra-precision milling) (4) Grinding (commonly used grinding methods, typical grinding processing surface types, main grinding machine types and scope of application, typical part surface grinding) (5) Factors affecting the quality of cutting (grinding) and improvement measures (factors in the process system, factors in the process, environmental factors, principles and measures to improve the quality of the cutting process) (6) Selection of cutting amount (7) Tool fixture for cutting (machine tool fixture cutting tool) 5. Special processing (1) Special processing methods and characteristics (2) Electrical discharge machining (electrical discharge forming processing, electric discharge forming processing process, electric discharge forming processing machine tools, factors affecting the quality of electric discharge forming processing and improvement measures) (3) wire electric discharge cutting processing (wire electric discharge cutting processing characteristics, wire electric discharge cutting processing process, wire electric discharge cutting processing equipment, wire cutting processing, main process quality indicators of wire cutting processing, factors affecting process economy and analysis) (4) Laser processing (laser processing principles, characteristics and classification, laser processing equipment, laser drilling and laser cutting) (5) Ultrasonic processing (principles and characteristics of ultrasonic processing, ultrasonic processing equipment, ultrasonic processing process parameters and their influencing factors, application of ultrasonic processing) 6. Casting (1) Casting and its characteristics (basic casting process design, casting process document) (2) Sand casting (modelling material casting, iron casting, steel casting, copper casting, aluminum alloy casting) (3) Metal mold casting (copper alloy casting, aluminum alloy casting) (4) Die casting (structure of die casting, die casting alloy die casting machine) (5) Investment casting (structure of investment casting, process parameters of investment casting, characteristics and application of model shell) (6) Casting process equipment (pattern template, core box, sand box) 7. Pressure processing (1) Pressure processing and its classification (the meaning and characteristics of pressure processing, classification and application of pressure processing) (2) Forging (free forging and die forging) (3) Stamping (Characteristics of stamping processing, classification of stamping process, application requirements of stamping process) (4) Factors affecting the quality of forging processing and measures to improve it (5) Process equipment for pressure processing (stamping die design, hot forging die design, tire mold structure design, rapid and economical mold making technology) 8. Welding (1) Welding methods and characteristics (basic arc welding power source and characteristic welding process of fusion welding process) (2) Arc welding (hand arc welding and its equipment submerged arc welding) (3) Argon arc welding (4) Gas welding (selection of gas welding process parameters for gas welding and gas cutting equipment) (5) Welding process equipment (jigs for welding, welding auxiliary processing devices, welding manipulators) 9. Surface treatment (1) Characteristics and classification of surface treatment (surface treatment characteristics, surface engineering technology classification) (2) Coating technology (coating materials, coating process and equipment, coating film drying, typical product coating film quality evaluation) (3) Thermal spray technology (commonly used thermal spray process classification and thermal spray technology characteristics, thermal spray process flow, thermal spray process method, thermal spray material, application of thermal spray technology, evaluation of thermal spray coating quality) (4) Electroplating (implementation of electroplating, electroplating process, factors affecting coating quality, electroplating type and application, electroplating quality evaluation) 10. Assembly (1) Basic knowledge (assembly, partial assembly, final assembly assembly unit, benchmark parts and benchmark components, benchmark component assembly accuracy, the main factors affecting assembly quality) (2) Assembly dimension chain and assembly method (assembly dimension chain assembly method) (3) Assembly method types and their selection (complete interchange assembly method, partial interchange assembly method (also known as most interchange assembly method), selected assembly method, modified assembly method, adjusted assembly method) (4) Typical component assembly (rolling bearing component assembly, cylindrical gear transmission component assembly) 5. Management/Economy 1. Safety/environmental protection (1) Equipment maintenance guarantee (maintenance) and safe operation (maintenance guarantee (maintenance) of equipment, safety technology of safety robots, CNC machine tools and automatic production lines for processing and lifting machinery) (2) Common labor safety and health precautions (fire protection, explosion protection, electric shock prevention and static electricity prevention and noise prevention) (3) Environmental protection (industrial waste gas, waste water, solid waste and their treatment technology, environmental protection laws, regulations and standards, introduction to clean production ISO 14000 environmental management series standards) 2. Moral and legal knowledge related to the profession (1) Basic moral norms for citizens (2) Main contents of citizen moral construction (3) Professional ethics for mechanical engineers (4) Financial and tax system (basic accounting system, three financial tables, tax types, tax rates) (5) Intellectual property law (basic knowledge, patent law, trademark law, copyright law, anti-unfair competition law) (6) Laws related to modern enterprise systems (company law, contract law, bidding law, production licensing system) (7) WTO rules and* * Industrial policy (history and my country's commitments, basic principles of the WTO, four major purposes of the WTO, countervailing and anti-dumping, and the impact of joining the WTO on Chinese society) 3. Engineering Economics (1) Basic concepts of economics (demand, supply, and demand balance, market market economy, command economy, and mixed economy) (2) Cost analysis (classification of costs - relationship between costs and profits - cost-profit analysis) (3) Value engineering (basic concepts of value engineering, basic procedures for implementing value engineering, product function analysis, product function evaluation, proposal of improvement ideas, analysis and evaluation of plans, testing, inspection, and evaluation of effects) 4. Management (1) Basic functions of management (the importance of management and the basic functions of nature of work management) (2) Modern enterprise system (separation of enterprise ownership, corporate property organization form, corporate governance structure) (3) Productivity analysis and improvement (productivity method research, time study, proficiency curve) (4) Logistics basics (basic concepts of logistics and its systems, characteristics of commonly used material handling equipment in manufacturing enterprises’ logistics systems, and selection of supply chain and supply chain management) (5) On-site management (5S activity setting management) 5. Management innovation (1) Changes in manufacturing models and advanced manufacturing models (manufacturing models start from mass production to group technology, CNC technology and unit manufacturing-multi-variety batch production solutions to contemporary advanced manufacturing models) (2) MRP/MRPⅡ/ERP (MRP MRPⅡ ERP) (3) Lean production (just-in-time (JIT) production Kanban management) (4) Project management (project and project management concepts, three elements of project management and goals, process and content of project management) (5) Agile manufacturing (background of agile manufacturing strategy, basic concept of agile manufacturing strategy, enterprise agile case) 6. Quality management/quality control 1. Quality management/quality assurance (1) Quality/product quality (quality defines product quality and quality characteristics, the formation of product quality, and quality functions and responsibilities) (2) Quality management and total quality management (the meaning of quality management, the development of quality management, the characteristics of total quality management, the basic work of total quality management) (3) ISO 9000 family of standards and quality system (the generation and development of the ISO 9000 family of standards, the composition and content of the ISO 9000 family of standards, quality assurance and the establishment of a quality system) (4) Quality certification (types of quality certification, product quality certification, quality system certification) 2. Process quality control (1) Concept of quality control (2) Basic tools of process quality control (statistical analysis table, Pareto chart, cause-and-effect diagram) (3) Statistical process control tools (histogram, process capability and process capability index Cp control chart) (4) Correlation analysis (correlogram (scatter plot) method, regression equation method, use of correlation analysis in quality control) 3. Measurement and testing (1) Measurement and testing in product manufacturing (2) Geometric quantity measurement (instruments for measuring reference length, angle measuring instrument, shape measuring instrument) (3) Mechanical quantity measurement (measurement of force and weight, measurement of torque, displacement measurement, rotational speed measurement, vibration measurement) (4) Measurement of other physical quantities (temperature measurement, pressure measurement, noise measurement) 7. Computer application 1. Basic knowledge of computer applications (1) The composition and types of microcomputers (2) Structural and performance characteristics of commonly used microcomputers (structural and performance characteristics of sixteen-bit microcomputer (8086/8088CPU), structural and performance characteristics of eight-bit microcomputer (Z80CPU), structural and performance characteristics of single-chip microcomputer, I/O interface and memory expansion programmable logic controller (PLC)) (3) Selection principles of microcomputer software and hardware 2. Computer simulation (1) Basic concepts of simulation (2) Development and significance of computer simulation (3) General process of computer simulation (4) Application of simulation in CAD/CAPP/CAM system 3. Computer Numerical Control (CNC) (1) Basics of CNC control programming (content and steps of CNC machining programming, common program format and typical program code) (2) CNC programming methods (manual programming and automatic programming, manual programming examples, programming language methods, automatic programming flow and simple APT programming examples, common program format) (3) Linear interpolation and arc interpolation 4. CAD/CAPP/CAM/CAE (1) Basic concepts of CAD/CAPP/CAM (2) Basic functions and workflow of CAD/CAPP/CAM (3) Computer-aided design (CAD) (4) Computer-aided process design (CAPP) (5) Computer-aided manufacturing (CAM) (6) Application status of CAD/CAPP/CAM (7) Computer Aided Engineering (CAE) 8. Machinery manufacturing automation 1. Development of machinery manufacturing automation and its technical content classification 2. Processing operation automation (equipment automation) (1) Rigid automated processing equipment (ordinary automated machine tool combination machine tool rigid automatic line) (2) Flexible automated processing equipment (CNC machine tool machining center) 3. Logistics automation (1) Logistics concepts and functions (2) Classification of logistics automation equipment (loading and unloading/loading automation equipment transmission/handling automation equipment storage automation equipment) 4. Information flow automation (1) Information meaning and information flow/information system (2) Information source (3) Information collection/input (4) Information processing (5) Information transmission and exchange (6) Information storage 5. Management automation (1) Management meaning and its automation basis (2) MRP-Ⅱ 6. Common mechanical manufacturing flexible automation systems (1) DNC system (2) FMC (Flexible Processing Cell) (3) Flexible Automatic Line (FTL) (4) FMS (Flexible Manufacturing System) (5) Computer Integrated Manufacturing System (CIMS) III. III. Relevant regulations and instructions 1. Examination format The Mechanical Engineer Qualification Examination is conducted in two units, both of which are written examinations. The exam for Unit 1 lasts 3 hours. All questions on the test paper must be answered by all candidates. Candidates must bring a calculator, set square, and compass. The exam for Unit 2 lasts 2 hours. The test paper includes mandatory questions and optional questions. Candidates may bring the \"Guidelines for the Mechanical Engineer Qualification Examination\"; a calculator, set square, and compass are required. The full score for the test of Unit 1 is 120 points, and the full score for the test of Unit 2 is 80 points. The total possible score for the two units is 200 points, with 120 points being the passing score. II. Principles for Formulating Propositions 1. Propositions are formulated based on this outline. 2. The exam questions cover all the content specified in this syllabus, with appropriate emphasis on key topics and a higher proportion of questions related to them. The key parts of this outline are the design/manufacturing and management/economics (including quality management) sections. 3. Strengthen the assessment of application skills, that is, focus on evaluating candidates’ ability to use the knowledge they have learned to analyze and solve practical problems, with questions that emphasize applicability and practicality. 4. The exam questions include multiple-choice questions, simple application problems, and comprehensive application problems. The exam paper for Unit 1 consists of multiple-choice questions worth 80 points and simple application problems worth 40 points, for a total score of 120 points ； The exam paper for Unit 2 includes 40 points worth of simple application questions (mandatory for all candidates) and 40 points worth of comprehensive application questions (optional for candidates), with a total score of 80 points. Comprehensive application questions will be set from two perspectives: design/manufacturing and management/economics. 5. Multiple-choice questions mainly assess basic knowledge and skills at the levels of “understanding,” “familiarity,” and “mastery.” ； Application problems primarily assess a test-taker’s basic abilities to conduct task analysis, write arguments, perform calculations, draw diagrams, and carry out simple designs, using knowledge at the \"familiar\" and \"mastery\" levels. 6. Arrange questions of different difficulty levels appropriately in the test paper. In each test paper, the score ratio of questions of different difficulty levels (easy, fairly easy, fairly difficult, difficult) is generally 2∶3∶3∶2. III. Tutorial Materials and Reference Books 1) \"Guidelines for the Mechanical Engineer Qualification Examination\", Technical Qualification Certification Center of the Chinese Mechanical Engineering Society; 2) Relevant volumes of the \"Series on Continuing Education for Mechanical Engineers\", Mechanical Engineer Further Education Institute; 3) University undergraduate textbooks related to fields such as mechanical manufacturing and automation, industrial engineering, and management engineering.