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PREFACEDear Students,
Welcome to the Canadian Stratospheric Balloon Experiment (CAN-SBX) Design Challenge, Canada’s only national competition for post-secondary students to design and build a small payload to be flown onboard a stratospheric balloon provided by the Canadian Space Agency. The CAN-SBX challenge was conceived to be a real-world opportunity for students to conduct meaningful stratospheric research. As such, it will push your limits as you learn skills not taught in traditional classrooms. Resourcefulness and perseverance are among the many things you will develop throughout this experience, which are always in high demand in the space sector. We hope you will be inspired to apply what you’ve learned to even greater challenges being faced today to responsibly advance humankind’s presence in space.
In this handbook, you will find information about the rules and regulations of the competition, deadlines for submissions, and guidelines on how to complete major project milestones. Although this document is intended to be comprehensive, we encourage you to contact the organizers, listed under ‘Important Contacts’, for further details. We look forward to seeing you at the CAN-SBX campaign!
— The entire SEDS-Canada team
SEDS-Canada (Students for the Exploration and Development of Space) is a student-run non-profit, federally incorporated since October 2014. We are a member-based organization with hundreds of members all across Canada who partners with many established university student groups.
We are dedicated to promoting the development of the Canadian space sector and supporting our fellow students who wish to pursue careers in this industry. To achieve this mandate, we offer students opportunities for professional development. Our strategy includes national competitions such as CAN-RGX and CAN-SBX, an annual conference, and eventually, competitive grants.
TABLE OF CONTENTS1.COMPETITION OVERVIEW 11.1. Project Scope 11.2. Eligibility 21.3. Competition Timeline 2
1.3.1. Selection Process 21.3.2. Project Milestones 2
1.4. Formatting Guidelines for Submission of Documents 31.5. Team Guidelines and Definitions 41.6. Funding Expectations 41.7. Flight Overview & Basic Requirements 4
1.7.1. Experiment Enclosure 61.7.2. Flight Campaign 61.7.3. Disclaimer 6
2.PROJECT PROPOSAL 82.1. Overview 82.2. Proposal Guidelines 82.3. Proposal Review Criteria 93.KICK-OFF MEETING 153.1. Procedures for Scheduling Meetings 153.2. Kick-off Meeting Overview 154.PROGRESS PRESENTATIONS 164.1. Overview 164.2. Presentation Content 165.PRELIMINARY DESIGN REVIEW (PDR) 175.1. Overview 175.2. Presentation 185.3. Documentation 195.4. Feedback 246.CRITICAL DESIGN REVIEW 246.1. Overview 246.2. Presentation 246.3. Documentation 257.FINAL ESDP SUBMISSION 278.OUTREACH ACTIVITIES REPORT 288.1. Overview 288.2. Structure 288.3. Outreach Activities Record 289.POST-FLIGHT SURVEY 3010. DELIVERABLE CHECKLIST 3011. TEMPLATES 3111.1. Mission Objectives & Success Criteria 31
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11.2. Risk Assessment Tables 3111.3. Work Breakdown Structure (WBS) 3211.4. Requirement Verification Compliance Matrix (RVCM) 3311.5. Mass and Power Budgets 3511.6. Budget and Funding 3711.7. Hazard Sheet 3812. APPENDICES 4012.1. Physical Health Hazards 4012.2. Team/Project Checklist 4212.3. Faculty Endorsement Letter 43
IMPORTANT CONTACTSNOTE: To submit of project milestones (Proposal, PDR, CDR, ESDP), e-mail [email protected]
James Xie | CAN-SBX Project Manager |
[email protected] | (613) 217-8064
James has a Bachelor of Applied Science in Engineering Chemistry from Queen's University. He is now working as an operations consultant for Stroud International in Calgary, specializing in process optimization and project risk analysis. James is interested in astrobiology and has worked on nanosatellites and rovers for the Canadian Satellite Design Challenge and University Rover Challenges. As assistant CAN-SBX project manager, James will be involved with logistics associated with the campaign.
Robert Nagle | CAN-SBX Project Advisor |
[email protected] | (613) 315-7594
Robert holds a bachelor’s degree in Aerospace Engineering from Carleton University with a concentration in Space System Design. Robert is currently a Satellite Communication System Engineer at Honeywell Aerospace, as well as an Executive for the Canadian Space Society, Ottawa Chapter. Robert is also currently pursuing a specialization in RF Engineering through the University of California. As CAN-SBX project advisor Robert aids planning of CAN-SBX.
Kristen Cote | SEDS-Canada Projects Chair |
[email protected] | (780) 233-9335ii
Kristen holds a B.Sc. (Hons) in Astrophysics from the University of Alberta, an M.Sc in Earth and Space Science from York University, and is currently studying towards her PhD in Physics at the University of Toronto. Having been involved with many life-changing student projects—like the Ex Alta-1 cube satellite—she is excited to further opportunities for student involvement in Canada's space exploration community as the Projects Chair on the SEDS-Canada Board of Directors. As Projects Chair, Kristen oversees all SEDS-Canada projects.
Project Advisors/Subject Matter Experts● Steeve Montminy, Manager, Suborbital Demonstration, Canadian Space Agency
● Philippe Vincent, Payload Integration Officer, Canadian Space Agency
● Annie Rosenzveig, STRATOS Payload Manager, Canadian Space Agency
o Email: [email protected] (please CC SEDS-Canada on all emails to the CSA)
● Martin LaFlamme, Engineer, Power Electronics, Canadian Space Agency
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ABBREVIATIONSCBE — Current Best Estimate
CDR — Critical Design Review
COTS — Commercial-off-the-Shelf
CSA — Canadian Space Agency
EDT — Eastern Daylight Time
EST — Eastern Standard Time
OAR — Outreach Activities Report
PDR — Preliminary Design Review
SEDS — Students for the Exploration and Development of Space
SME — Subject Matter Expert
STEM — Science, Technology, Engineering and Math
TBA — To Be Announced
TBC — To Be Confirmed
VAC — Volts of Alternating Current
WBS — Work Breakdown Structure
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1. COMPETITION OVERVIEW1.1. Project ScopeThe Canadian Stratospheric Balloon Experiment Design Challenge (CAN-SBX) is a competition for Canadian post-secondary students to design, build, and test a small scientific experiment onboard a high-altitude balloon at up to 30 km in altitude. Post-secondary students from Canadian universities are challenged to submit a proposal of their payload design in accordance with constraints set by the Canadian Space Agency (CSA) and SEDS-Canada. Experiments will be evaluated by the CSA on several criteria including the feasibility of the design, relevance to Canadian stratospheric science, the team’s management and funding structure, and the team’s outreach plan. Any student team from a post-secondary academic institution can submit a proposal for their experiment, and the top teams will have the opportunity to build and launch their experiment. Students will be responsible for overseeing the execution of their experiment. The flight campaign will occur near the CSA headquarters in Saint-Hubert, Quebec. The 2018-2019 flight campaign was held in August in Timmins, Ontario as part of the CSA/CNES STRATOS project.
SEDS-Canada and its collaborators developed this initiative to benefit students who are passionate about space exploration by providing access to a platform to perform ground-breaking research in the stratosphere. CAN-SBX provides an opportunity for students to complete a full engineering design cycle from conception to execution and gain transferable professional skills for careers in the Canadian space industry. Student teams will gain project management and risk mitigation skills which are critical for many projects in the space industry. In addition, they will have the opportunity to work with Subject Matter Experts who will coach and mentor them throughout the competition and gain unique experience through operating a mission with the CSA.
In previous competitions, teams designed and tested experiments for a CNES gondola as part of the STRATOS partnership between the CSA and CNES. This year, student teams will help the CSA demonstrate its own high-altitude balloon launch capabilities. These launches will be smaller, so students will need to design payloads that are both compact and lightweight. The launch campaign will also involve students in launch operations and payload recovery to provide enough experience to lead balloon launches from their home institutions!
Note about the new call for teams: The COVID-19 pandemic has resulted in disruptions to competition and program schedules throughout 2020. The Flight Campaign for the 2019-2020 CAN-SBX competition (CAN-SBX III) has been delayed to July 2021. As a result, SEDS-Canada has opened another application window for interested teams to join the CAN-SBX III competition; up to two additional teams may be selected to join the already selected two teams to launch their payloads to the stratosphere in July 2021. Considering the uncertainties due to
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the pandemic, we’re including a short checklist to ensure teams applying to CAN-SBX are set up for success and are able to complete their project; you will be required to submit this checklist as part of your proposal. Any questions or concerns regarding COVID-19 related safety precautions can be forwarded to [email protected].
The CAN-SBX Student Handbook is a resource detailing the full requirements and expectations of participating students, teams, faculty, and partners. Included is the competition timeline, key information about deliverables, statements on project restraints, and examples of tables and charts that must be submitted throughout development. The Handbook will guide teams through every step of the development cycle, but if any questions arise that are not answered here they should be addressed as soon as possible to [email protected].
1.2. EligibilityAny undergraduate student enrolled at recognized post-secondary institutions in Canada is eligible to enter this competition. Students are required to provide proof of enrolment at the time of submission of the proposal. Graduate students (i.e. enrolled in Masters, PhD, and Postdoc programs) cannot form a team but may join undergraduate teams. The percentage of graduate students per team must not exceed 34%. At least one member of your team must be/become a member of SEDS-Canada (see seds.ca/membership/). Teams must obtain a Faculty Advisor and must submit a Faculty Letter of Endorsement at the Proposal stage (see Section 1.5 and Appendix 12.3).
1.3. Competition Timeline1.3.1. Selection ProcessStudents must adhere to the following timeline and requirements to qualify for the selection process. All submissions should be emailed to [email protected] (unless otherwise noted).
● Tues., Nov. 17th, 2020, 11:59 p.m. (ET): Submit your Proposal
● Wed., Nov. 25th, 2020: Teams will be notified of their selection and feedback will be
provided by SMEs
1.3.2. Project MilestonesSome of the following milestones include documents that must be submitted by the selected teams for evaluation by subject matter experts (SMEs) from the CSA. Specific instructions for submitting these documents can be found in their respective sections of this handbook. A checklist of all expected deliverables (once selected for the CAN-SBX competition) can be found in Section 10. All submissions should be emailed to [email protected].
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● Mon., Nov. 30th, 2020: Kick-Off meeting with SMEs and selected teams
● Mon., Jan. 11th, 2021: Meeting with Faculty Advisor
● Fri., Jan. 15th, 2021, 12 noon (ET): Submit Progress Presentation 1 (PP1)
● Mon., Jan. 18th, 2021: Progress Meeting via teleconference with SMEs
● Sun., Feb. 28th, 2021, 11:59 p.m. (ET): Submit Preliminary Design Review (PDR)
● Mon., Mar. 8th, 2021: Present PDR via teleconference to SMEs
● Sun., Mar. 14th, 2021: Submit Experiment Safety Data Package (ESDP)
● Fri., Mar. 19th, 2021: SMEs give back Feedback Sheet
● Thurs., Apr. 1st, 2021: Submit Progress Presentation 2 (PP2)
● Tues., Apr. 6th, 2021: Progress Meeting via teleconference with SMEs
● Sun., Apr. 11th, 2021: Teams submit Feedback Sheet
● Sun. Apr. 25th, 2021: Risk assessment and Go/No-Go decision for July 2021 Flight
Campaign (due to the unknown nature of COVID-19)
● Sun., May 9th, 2021, 11:59 p.m. (ET): Submit Critical Design Review (CDR)
● Mon., May 17th, 2021: Present CDR via teleconference to SMEs
● Sun., May 23rd, 2021: Submit ESDP + Feedback Sheet
● Mon., Jul. 5th, 2021: Submit final ESDP + Feedback Sheet
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● Jul. 19th-30th, 2021: Flight Campaign period (TENTATIVE, barring weather, Transport
Canada approval, COVID-19 safety)
● Aug. 31st, 2021: Submit your Post-Flight Survey
● Oct. 2021: Backup Flight Campaign period, if required by Go/No-Go milestone
(TENTATIVE, barring student’s availability during the school semester, weather,
Transport Canada approval, COVID-19 safety)
1.4. Formatting Guidelines for Submission of Documents
The following guidelines should be followed for all report submissions, including the proposal.
● PDF file type
● Submitted electronically to [email protected]
● Submit all files using the following file name format: teamname_filename_year.format
(ie: UVic_PDR_2020.pdf)
● Standard 8 ½” x 11” pages
● 1” margins on the top, bottom, and sides
● 12-point Times New Roman font
● Numbered pages on the bottom right corner
● Include a cover page (see Section 2.3)
1.5. Team Guidelines and DefinitionsThere are no constraints for team size however it is recommended that a team be composed of at least 6 students. Teams must enlist at least one faculty member from their primary institution to act as their team’s advisor. The faculty advisor(s) must complete a Faculty Letter of Endorsement (Appendix 12.3) to be submitted with the Proposal. Teams may have additional faculty advisors (from the primary or any collaborating institutions) as needed.
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Primary Institution
A recognized college or university in Canada where the team leader is enrolled as a student.
Collaborating Institutions
Colleges, universities, and high schools that have contributed time and/or resources to the project.
Team Leader
The team leader is responsible for organizing and coordinating the efforts of the entire team for the duration of the project. The team leader must be enrolled at the team’s primary institution. In most cases, the Team Leader also becomes a member of SEDS-Canada.
Faculty Advisor(s)
The faculty advisor(s) is/are required to attend progress meetings via teleconference. Faculty advisors cannot become SMEs or project reviewers/judges for the competition.
1.6. Funding ExpectationsFunding for the CAN-SBX project is not guaranteed. Student teams should not expect funding from SEDS-Canada or the CSA and should exhaust all existing routes to fund their experiments (e.g. Student Union grants, University-based travel grants, partnerships with industry specific to their project, crowd-funding campaigns, etc.). All expenses incurred during the development of the experiment, such as building materials and access to tools and facilities, are expected to be covered by the team.
Please contact [email protected] with any funding concerns (especially if it is prohibitive to your team submitting an application).
1.7. Flight Overview & Basic Requirements For reviewers to assess the project proposal, hardware must meet the following constraints below:
● Maximum 3 kg weight limit
● The payload must be contained in the volume shown in Figure 1:
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Figure 1: Payload volume constraint in yellow. Note that the payload must be clear of the 6 rods on the perimeter.
Note: You can propose a payload that has small components which stick out of the allowed payload volume (e.g. antennas). If you propose a payload with these features, you must acknowledge in your proposal that you would need to complete a "request for deviation” for this requirement, and you should acknowledge that there is a chance this request may not be approved.
The experimental design must also meet the following flight constraints:
● Non-pointing: balloon orientation is not controlled
● Non-insulated: balloon temperature is not controlled
● Flight may occur during daylight or nighttime (can be specified as a requirement in the proposal)
● ~3-hour flight
● Up to 30 km altitude
● Flight profile: balloon will reach ceiling height and burst
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● Communication/telemetry is not facilitated by the CSA. Teams are responsible for their own communication system or retrieving data from the payload after landing.
Flight launch, tracking, and recovery will be provided by the CSA. There will be opportunities for students to directly participate in all three stages of the flight (details TBD). It is recommended that you overview the CSA’s STRATOS Expandable Balloon Payload Requirements and User’s Manual which you can find here (copy the full link into a browser): https://seds.ca/wp-content/uploads/2020/12/CSA-STRATOS-MAN-0011-Rev-A-Stratos-Expandable-Balloon-Payload-Requirements-and-Users-Manual.pdf
Note: the STRATOS Expandable Balloon Manual has been updated December 7 th 2020. Please find the new one at the link above.
1.7.1. Experiment EnclosureEnclosures for small-scale high-altitude balloon missions are typically made of high-density Styrofoam, which is easy to manipulate, lightweight, inexpensive, and buoyant. Figure 1 (below) shows example enclosures.
Figure 2: Examples of Styrofoam enclosures for high altitude balloon flights.
1.7.2. Flight CampaignAlthough the launch of these high-altitude balloons will be facilitated by the CSA, the goal of this year’s CAN-SBX project is to train students such that their teams will be able to launch their own high-altitude balloons in the future. As such, students will have the opportunity to participate in the launch and recovery efforts during this year’s flight campaign. More information on the tasks required for these roles will be specified at a later date.
The Flight Campaign will be held near the CSA headquarters in Saint-Hubert, QC.
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1.7.3. DisclaimerSEDS-Canada is committed to continue organizing and supporting this amazing learning opportunity for future participants. All participants who are selected to take part in the project will be asked:
for consent in being featured in photo/video content for the purposes of SEDS-Canada publicity material (can opt-out),
for consent to use submitted materials in advertisement campaigns (can opt-out), and
to acknowledge the work of SEDS-Canada in the organization of this campaign or include SEDS-Canada as a contributor in any external publicity, social media materials, outreach activities, or the like.
These steps will help us advertise our organization and the CAN-RGX program to future participants and potential sponsors, allowing us to continue hosting these amazing experiences.
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2. PROJECT PROPOSAL2.1. OverviewThe project proposal will be judged by a panel of SMEs with experience in the field of stratospheric research using balloons and should be written with this audience in mind. Your document must be limited to 20 pages, excluding appendices. Proposals are due Monday, December 2nd, 2019 at 11:59 pm (EST). Please read all the requirements to ensure your proposal is reviewed. Remember to follow the formatting guidelines laid out in Section 1.4.
NOTE: Proposals which do not meet the experimental constraints outlined in Section 1.7 will not be reviewed.
Along with the proposal, a Faculty Letter of Endorsement (see Appendix 12.3), the Team/Project Checklist (see Appendix 12.2), and proof of student enrollment for the team must be submitted.
2.2. Proposal GuidelinesYour project proposal should include the following sections:
1) Cover page
The cover page should include all the necessary information about your team and project:
● Project title● Team name● Team member names, emails, and academic affiliation● Date of submission● Team logo (optional)
2) Table of contents
3) List of tables and figures
This will serve as a directory for figures and tables included in the document. Provide page numbers or refer to the appendix for each item.
4) Executive summary
The executive summary should provide an overview of all the sections in the proposal in one page or less. It should only include information that can otherwise be found in the body of the proposal:
● Brief introduction of the projectClearly indicate the need for your experiment to fly to the stratosphere!
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● Experimental design requirements met● Scientific value● Abbreviated budget and timeline● Outline of outreach activities planned● Conclusion and expected outcomes
5) Proposal Plan
Following the marking scheme provided in Section 2.3, address all proposal criteria in full sentences, using primary research literature and diagrams when necessary. References should be cited in IEEE style. Diagrams may be included in the body of the text if they are small or in the appendix if they are full-page. All diagrams must include a descriptive legend or caption. Follow the templates provided in Section 11 to complete the Risk Assessment Tables for technical and managerial risks, the Work Breakdown Structure, and the Budget and Funding Table.
6) References
Following IEEE style, provide a list of references cited in your proposal.
7) Appendix
The appendix should be used for full-page diagrams, engineering drawings, and any other documents which are referenced in your proposal. List appendices using capital letters (i.e., Appendix A, B, C, etc.)
You must also include the following appendices:
a) Team/Project Checklist (see Section 12.2)b) Faculty Letter of Endorsement (see Section 12.3)c) Proof of Enrollment
Include proof of enrollment documentation confirming that your team members are enrolled at a recognized Canadian post-secondary institution. Proof of enrollment can be unofficial, as long as it clearly shows name/student ID (examples include: a picture of a student ID card showing the student ID, name, and expiry date; a screenshot of a timetable showing the student ID and name; a financial statement showing the student ID and name).
2.3. Proposal Review CriteriaEach submitted proposal will be evaluated and scored according to a standardized rubric for the following criteria (weight in brackets):
Description of Criteria Marking Scheme
Scientific merit (35%)10
Scientific Objectives
Describe the scientific objectives and the expected outcomes of the proposed experiment (e.g., what are your hypotheses and how will you test them?).
Use the Mission Objectives & Success Criteria table provided in Section 11.1.
0 = no objectives provided, or, objectives are inadequately defined, or not aligned with purpose of competition1 = objectives are aligned with purpose of competition2 = the objectives are well aligned with the purpose of the competition and have a high likelihood of delivering on the stated outcomes
Novelty
Have similar experiments been conducted in the past? If so, describe how the proposed experiment is different/original.
0 = an experiment with major similarities has been conducted in the past1 = some literature research was conducted2 = in-depth literature research is provided leading to the conclusion that the experiment is novel
Relevance of the high altitude
Describe why the project requires stratospheric altitudes to achieve its scientific objectives. Show that the scientific objectives can be achieved within the flight profile of the balloon.
0 = the experiment was not designed for a high-altitude environment1 = reasoning for conducting the experiment in a reduced gravity environment is described but details not elaborated on how the experiment will survive a high-altitude environment2 = the experiment is appropriate for up to a high-altitude environment
Bonus: Importance to Canada’s space sector
Referring to the Canadian Space Agency’s 2020-21 Departmental Plan (https://www.asc-csa.gc.ca/eng/publications/dp-2020-2021.asp), describe how the proposed project fits within Canada’s current planned results (referred to as 'Departmental Results' in the document)
2 bonus marks will be given for an appropriate and well-described evaluation of the proposal’s relevance to at least one key strategy area (referred to as ‘sub-sub programs’ in the document)
Technical description and feasibility (35%)Experimental Design
Describe how the experiment satisfies each of the CAN-SBX experimental constraints (refer to Section 1.7). Use diagrams and/or sketches to illustrate how the experiment satisfies these constraints.
Pass/Fail**Only projects satisfying all experimental constraints will be reviewed.
Describe the design of your experiment and how it meets your mission objectives.
0 = proposed design is inappropriate/inadequate1 = proposed design could reasonably meet success criteria & therefore mission objectives, but it is lacking in detail 2 = proposed design can meet success criteria & therefore mission objectives, and is well-described
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Describe what you intend to measure (variables) and the data collection methods involved.
0 = proposed variables or data collection methods are inappropriate/inadequate1 = proposed variables and data collection methods are reasonable but lacking in detail2 = proposed variables and data collection methods are achievable and well-described
Using the template in Section 11.5, complete a table listing component (a) names (b) descriptions, (c) quantities, and (d) estimated mass budget (in Kgs) of all components of the design (e.g., mechanical and electrical parts). Specify if a component has moving parts. Include estimated total mass (with and without a 15% margin).
0 = a table not provided or inappropriate/ incompatible for high altitude flight1 = table is lacking detail in its description of components or power and mass budgets2 = thorough descriptions of all components are provided and components are appropriate
Using the template in Section 11.5, complete a table listing component (a) names (b) descriptions, (c) quantities, and (d) estimated power budget (in Watts) of all power-drawing components of the design. Include estimated total power consumption (with and without a 15% margin).
0 = a table not provided or inappropriate/ incompatible for high altitude flight1 = table is lacking detail in its description of components or power and mass budgets2 = thorough descriptions of all components are provided and components are appropriate
Explain how the stratospheric environment (pressure, vibration, temperature, radiation, etc.) will affect the proposed experiment. This should include environmental effects affects that may introduce error in your experiment and either an acceptance or design strategy to account for the variability.
For example: “temperature fluctuations would affect our data, and so we will record temperature fluctuations separately to remove the affect from our data.”
0 = no detailed description for any of the variables provided, or the effects of at least one variable is inappropriate/hazardous1 = a description for each variable is provided but lacking details or appropriate assessment2 = a detailed description for each variable is provided and no risks are expected
List all components of your experiment classified as hazards under Canada’s Hazardous Products Act and specify each hazard. Refer to Section 12.1.
0 = no hazards were specified1 = some hazards are missing or were not specified according to Canada’s Hazardous Products Act and Section 12.12 = all hazards were identified and specified according to Canada’s Hazardous Products Act and Section 12.1
Experimental Procedures
In a numbered list, describe in-flight procedures required for the proper execution of the experiment. Specify how any moving parts will function throughout these procedures. Include diagrams and/or sketches as needed.
0 = descriptions not provided or inappropriate1 = descriptions are incomplete or lacking detail2 = descriptions are well-described for each stage and are appropriate for the balloon’s flight profile
Resources
Describe the specialized facilities or tools/equipment needed and how the team intends to gain access to these to design, build and test the experiment (e.g., CAD
0 = the resources needed are inappropriate/inadequate1 = the resources are listed but details not provided
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software, laboratory facilities, custom-machined parts). 2 = the resources are well-defined and achievable
Technical Risk Assessment
a. Human
Describe risks involved to team members during the building/assembly of the experiment and how these risks will be handled. Special attention should be given to risks involving hazardous products. Consider both:
The building/assembly stage of the experiment,
The pre-launch setup stage, and The post-flight recovery.
Refer to Template in Section 11.2.
0 = the risks are not described or inappropriate/avoidable1 = the risks are defined but mitigation strategies are not2 = the risks and mitigation strategies are well-defined and unavoidable
b. Technical & Environmental
Describe any points of failure for the experiment, such as mechanical malfunctions, leaks, etc. which may occur before, during, or after the flight.
0 = points of failure were not described or are inappropriate for the experimental design1 = points of failure inadequately described2 = all possible points of failure have been described in sufficient detail
Describe the safety mechanisms (ex: kill switches) that will be integrated into the experiment (providing technical drawings/diagrams is encouraged) and how they will be initiated.
0 = no safety mechanisms included1 = inadequate safety mechanisms or description is lacking detail2 = well-defined, adequate safety mechanisms which are easily initiated
Project Plan (15%)Team Structure and Management
Following the template in Section 11.3, create a Work Breakdown Structure with assigned roles and tasks for each team member, including high school students and faculty advisors. You may rearrange or add components to the template to suit your project and team size.
0 = the roles of each member are unclear/poorly defined1 = the roles of each member are defined but lacking detail2 = the roles of each member are defined in detail for each stage of the project
Demonstrate that team members have a variety of backgrounds. Teams should strive to have discipline diversification throughout their teams (i.e. scientists, engineers, and other disciplines).
Teams are strongly encouraged to pursue other forms of diversity.
0 = no discipline diversity presented1 = team has some discipline diversity2 = team has a diverse range of disciplines
A team member has been identified as an Outreach Lead in the Work Breakdown Structure.
0 = no Outreach Lead is identified1 = an Outreach Lead is identified
Describe the strategy taken to mitigate the impact if a team member chooses not to continue with the project
0 = no strategies provided1 = a strategy is provided but lacking details
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and the protocol for re-organizing the division of labour.
2 = a well-defined strategy is described
Project Timeline
In a table, diagram or Gantt chart, present an expected timeline of the project’s development. Include details such as length of time required for building and testing of each sub-system of the experiment, and completion dates of deliverables such as the PDR and CDR.
0 = a timeline is not provided 1 = the timeline is inappropriate or lacking details 2 = the timeline is complete and well-defined
Describe how the team intends to stay on schedule and provide strategies that would be implemented when the project is behind schedule including the role of each key team member.
0 = no plan provided or the plan is insufficient1 = some mitigation strategies but no detailed plan provided2 = details about which team members will lead the scheduling efforts and how each key team member will contribute to staying on schedule were provided
Budget and Funding
Following the template in Section 11.6, include all foreseeable expenses for the entire duration of the project including travel and food, purchase and fabrication of equipment/parts, etc. Be as detailed as possible.
Describe current and future sources of funding including the duration and amount of this funding.
0 = budget and funding plan not provided or inappropriate1 = budget and funding plan not elaborated in detail2 = budget and funding plan is achievable and well-described
Describe the measures the team will take to ensure the project stays within budget and how the team intends to acquire the necessary funds. Identify key team members involved in controlling project expenses and how other members are involved in the process.
0 = the team has not planned to stay within budget or the plan is insufficient1 = the team has listed some measures for staying within budget but no detailed plan provided2 = the team has provided details about which team members will lead the budgeting efforts and how each key member will contribute to staying within budget
Managerial Risk Assessment
Create preliminary risk tables based on the template provided in Section 11.2. Evaluate each risk based on its probability and its consequences. Provide brief justifications for your assessments.
0 = tables not provided or inappropriate1 = tables are incomplete or lacking detail2 = tables are well-elaborated and the level of detail is sufficient. Risks have been justified based on sound reasoning
Outreach (15%)Public
Describe how the team intends to engage with the public and K-12 students for each stage of the project, including after the campaign.
0 = the team has not made an engagement plan or the plan is inappropriate for this project1 = the team has listed some methods for engagement but has not elaborated on details or
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some aspects of the plan are missing2 = a detailed plan for engagement throughout the duration of the project is provided
Describe a plan for the involvement of high school students in the project.
0 = the team has either chosen not to pursue the inclusion of high school students or a plan for recruiting from high schools was not provided1 = the team intends to recruit high school students but a plan to achieve this has not been elaborated in enough detail2 = the team intends to involve high school students in the project, and they have a descriptive plan for the contributions these students will provide
Academic
Describe how this project will benefit the scientific community (publications, seminars, etc.).
0 = the team has not provided any information on the project’s impact on the scientific community1 = Benefits are listed but details are not provided2 = the team has elaborated on the project’s impact on the scientific community and given specific examples of how the scientific community will benefit
Describe how this project will increase interest and retention of talent in space exploration and development in Canada and how it will inspire and encourage youth to pursue studies in STEM fields.
0 = the project will not increase interest and retention of talent or no adequate description was provided1 = the description is lacking detail2 = the project’s rationale for increasing interest and retention of talent is appropriate and well-described.
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3. KICK-OFF MEETING3.1. Procedures for Scheduling MeetingsThere will be many meetings throughout the course of the CAN-SBX competition. The procedure for scheduling meetings is as follows:
A SEDS-Canada CAN-SBX representative will reach out to the CSA SMEs to inquire about their availability at least two weeks prior to each relevant milestone. Students will then be contacted and expected to pick a time slot within the available dates/times provided by the CSA SMEs. Once a date/time is selected, a meeting invite will be sent to you with instructions on how to join the meeting.
The meetings are often conducted using the Cisco WebEx platform—although, occasionally Google Meets is used. Please download the WebEx platform on your computer. To connect to voice within WebEx, click on: “More Options” below the “Connect to Audio” icon. You can select to have the WebEx call you at a number you specify, or you can call either of two phone numbers provided (one is toll-free) and enter the attendee access code listed in the meeting invite instructions to join the meeting.
Please connect via phone for audio and DO NOT use your laptop or PC audio, as WebEx has a compatibility issue when some participants are on the phone and others are using pc/laptop microphones.
3.2. Kick-off Meeting OverviewThe Kick-Off meeting takes place with the selected teams, SEDS-Canada CAN-SBX personnel, and CSA SMEs. The CSA SMEs will present the STRATOS Expandable Balloon Payload Requirements and User’s Manual during this meeting. This is an excellent opportunity to introduce your team to the campaign and allow you to begin making progress right away!
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4. PROGRESS PRESENTATIONS 4.1. OverviewProgress presentations are a chance to check-in with teams before major milestones and provide an opportunity for feedback, asking questions, raising concerns, and practicing presentation skills. Teams are expected to be professional in their presentations. This is a great chance to receive help and engage with SMEs; we are all here to help you towards a successful design!
Slides should be submitted to [email protected] as a PDF. Presentations will be kept to a strict 15 minutes, with 25 minutes at the end for questions. The presentations will be held via teleconference with CSA advisors and the SEDS-Canada team using the Cisco Webex platform.
4.2. Presentation ContentThe presentation and report should summarize the following content, however if a topic is not relevant to the progress meeting for your team, it should be explicitly stated with a rationale.
1) Title slide — Include all team information, and responsibilities of each member
2) Updates — These slides outline any work that has been completed since the last milestone that include (but are not limited to) the following:
Design Changes
Assembly
Testing
Analysis
Feedback from previous milestones (if applicable)
3) Next Steps — Immediate next steps to reach the next milestone and an updated project timeline.
Please include detail on the methodologies used in planned testing or analysis and the goal of that test/analysis as it relates to the CSA design requirements
4) Any other topics the team wishes to address including questions, concerns, and roadblocks
5) Budget — Update on whether your team is currently on budget, overbudget, or underbudget
6) Outreach — Update on outreach activities completed by the team
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5. PRELIMINARY DESIGN REVIEW (PDR)
5.1. OverviewAfter your proposal has been reviewed by the judging panel, you will be notified if you have been approved to continue with the design process. Your team will be required to give a PDR presentation and submit an Experiment Safety Data Package (ESDP) required by the CSA containing a technical review of your payload. Deadlines are listed in Section 1.7.
Alongside Section 1.7, additional requirements and flight data are listed in the CSA’s STRATOS Expandable Balloon Payload Requirements and User’s Manual. This document contains information about hardware requirements, the flight, and payload documentation requirements. Major hardware constraints are summarized below. It is the responsibility of the teams to read the STRATOS documentation to understand the complete set of requirements.
● The payload must withstand a vertical downward acceleration of 15G and a lateral acceleration of 7.5G in any direction in the XY plane applied to the payload’s center of mass (REQ-MEC-001)
● The payload must be able to interface with the gondola provided by the CSA. Mechanical constraints on the interface are shown in Figure 3. The interface must have 6 clearance holes to allow for ease of assembly when integrating the payload with the gondola.
● The payload must be able to maintain operation throughout the pressure and temperature fluctuations expected over the duration of the flight (see Figure 4).
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Figure 3: Mechanical interface requirements for integration on CSA gondola. Six clearance holes are required.
Figure 4: Temperature and pressure profile with increasing altitude. CAN-SBX 2020 payloads expect to reach an altitude of 30 km.
The PDR must provide evidence that your experiment will satisfy all design requirements based on preliminary quantitative analyses and hardware specifications. During the presentation, SMEs will provide comments, feedback, and any concerns they may have about your experiment. You will have 10 days to make any necessary revisions to your ESDP before submission. Your report must address any issues raised from the feedback received and
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present updated design specifications. We encourage you to complete both the ESDP and the presentation by the presentation deadline, and then make minor changes to the report after the presentation. An unsuccessful or incomplete PDR can lead to project cancellation at the discretion of SMEs.
5.2. PresentationTeams will be required to provide a 45-minute presentation followed by a 45-minute discussion period to our panel of SMEs and judges via teleconference. The presentation file format is up to you (PDF, PPT, KEY, etc.). Please submit the slides at least three business days before your presentation date to allow time for the SMEs to familiarize themselves with your design. You must convince the SMEs that your experiment is compliant with payload requirements. Be prepared to answer technical questions. Please structure your presentation as follows:
7) Title slide — Include all team information, and responsibilities of each member
8) Introduction — 1-2 slides on the topic of research and the proposed experiment
NEW: This should include a mission objectives & success criteria table (see Section 11.1)
9) Experiment design and procedures
Full system specifications and diagrams (be sure to point out where you do and do not currently meet CSA’s payload constraints).
10) Requirement compliance and safety (see Section 11.4)
Present a compliance chart
i. Describe any prototyping and testing done to date, and lessons learned
ii. Identify all hazards and list appropriate mitigation strategies for each
Provide a plan to achieve compliance for any requirements not yet fully compliant, including test/analysis methodology, referring to the CSA relevant requirement
Describe your plan to execute a full cycle of ground tests prior to submission of the CDR, including test/analysis methodology, and referring to the relevant CSA requirement, hazard mitigation, or a specific payload function.
11) Project management
Updated timeline showing immediate next steps to reach the CDR milestone
12) Outreach & funding
Update on outreach efforts
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Funding status – under, on-track, or over-budget based on an updated budget review.
Using this presentation structure, teams should be able to cover all parts of the EDP in detail.
5.3. DocumentationThe ESDP will be used for final design approval by the CSA prior to launch, however a preliminary ESDP will be required at PDR. The template for the ESDP is given in the STRATOS Expandable Balloon Payload Requirements and User’s Manual and is reproduced below with additions required by SEDS-Canada. At this milestone, some sections of the ESDP may contain preliminary information, however the overall design should be representative of the payload’s flight configuration. The ESDP should be formatted following the guidelines listed in Section 1.4.
Your ESDP should include the following sections in the order listed below. If a section is not applicable, it should instead contain a justification for why it is not applicable. Teams can add subsections as necessary if they would like to include additional information.
1. Cover Page
The cover page should include the following information about your team and project: project title, team name, team members, date of submission, current document version, and logo (optional).
2. Table of Contents
The table of contents will include a list of tables and figures, as well as a list of appendices.
3. List of Reference Documents
Reference documents are files where the contents are not included in the ESDP. This may include analyses, test procedures, and reports, CAD files, etc. The reference documents list should indicate the document title, release date, and revision.
4. Technical Description4.1. Mission Objectives
Give a brief introduction to the background required for your research topic. Your introduction should answer why your proposed experiment is important to the advancement of space exploration, science, and technology.
Describe the mission objectives (what questions do you want to answer?) and the success criteria for meeting these objectives in a table like the one provided in Section 11.1.
If you need help crafting your success criteria, SEDS-Canada would love to help.
4.2. Component Description and Function
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Describe your experiment components and their functions. Overview the payload at a system and sub-system level. Block diagrams, models and pictures are encouraged.
4.2.1. Mass Budget
Provide a mass budget following the template in Section 11.5. The budget should include electrical cables/harnesses, the mounting interface with attachment hardware (screws, straps, clamps), the payload enclosure, and payload thermal protection (as required). A 20% margin should be included on the total mass, measured mass prior to launch.
4.2.2. Centre of Mass
The centre of mass should be clearly indicated with a diagram.
4.2.3. Mounting Interface
Provide a CAD model or figure of the mounting interface, along with a description of the attachment hardware. The mechanical constraints on the mounting interface are given in Figure 3 and further detailed in the STRATOS Expandable Balloon Requirements and User Manual. 4.2.4. Load Cases
Analysis that the payload meets the required accelerations.
4.2.5. Thermal Protection
Describe the thermal environment which the payload is designed to operate in. Describe the passive or active thermal protection and thermal control system (as required).
4.3. Electrical Description4.3.1. Power System
Describe the power system. Include battery cell type and part number, as well as voltage regulators with their efficiencies.4.3.2. Power Budget
Provide a power budget using the template in Section 11.5. The power budget should be broken into sufficient detail to represent the power consumption of separate components. A 20% margin should be included on the total power consumption. 4.3.3. Electrical Protection
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Describe the electrical protection, including over current, over charge, over discharge, external short-circuits, under temperature and over temperature, and any circuit-breaks or emergency shut-off systems.4.3.4. Electrical cable and Harnessing
Describe the interconnection of different systems through cables and harnessing. Include the wire size (AWG) used. Include an interconnection diagram.
4.3.5. Grounding
Describe the grounding schema.
4.3.6. Internal RF Transmitters
List all the frequencies of the transmitters and receivers used by the payload. Verify that the payload does not emit in the wavelengths listed in the STRATOS Expandable Balloon Requirements and User Manual.
5. Safety5.1. Identification of Hazardous Materials and Equipment
Identify all hazardous materials and equipment using the following table. A hazard list is given in Section 12.1 of this document. For each hazard identified, a Hazard Sheet must be submitted in Appendix B of your ESDP. A template of the Hazard Sheet is given in Section 11.7 of this document.
No. Risk identified
Serious or Catastroph
ic
Description of Potential Event(s)
Reference
1 Hazard Sheet #
2
5.2. Safety Barriers
Describe the safety barriers and risk mitigations in the payload design (e.g. a fuse), referring to the relevant hazard identified above.
5.3. Safety Critical Tests
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Describe the safety critical tests, which demonstrate that any hazardous materials or components within the payload can be sustained during the nominal operations and used in the environment, for the duration of the entire flight (e.g. a particular battery tested under vacuum).
5.4. Safe Handling Procedures
Describe the procedures to safely handle and manipulate the payload. Include any specialized tools or equipment as necessary.
5.5. Safe Testing, Calibration and Integration Procedures Describe the procedures to safely test, calibrate and integrate the payload.
5.6. Safe Recovery ProceduresDescribe the procedures to safely recover the payload after landing. Include any specialized tools or equipment as necessary.
6. Experiment & Project Management (Additional for SEDS-Canada)6.1. Experiment Testing
Describe any prototypes built to test the experiment, lessons learned, and how those tests have impacted the preliminary design.
Each team should complete one full cycle of ground test experiments, as you would in the flight, prior to the CDR. Provide a plan for these tests, including operations procedures and responsibilities, a list of variables to be measured, and outcomes expected.
Include technical risk assessment tables1 with updated estimates of likelihood, impact, and mitigation and contingency plans. Use the templates provided in Section 11.2 to list the risks (each with their own risk table) and then asses their impact in the assessment matrix.
Describe how the environment differs from that onboard the balloon and how that will impact the ground test.
Briefly describe the data output and the steps to be taken to analyze data and interpret results.
6.2. Project Management Provide an updated timeline including a detailed plan of activities to reach the
CDR, referring to the relevant CSA requirement or payload functional requirement that the activity is performed to meet.
1 Note that only experiment-critical technical risks (ones that would mean the failture of your experiment) are required to be outlined in a table here. Hazard assessment (human safety risk) is included in the Hazard sheets.
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Provide an updated budget, including the status of any outstanding funding. State if the team is over-, under-, or at-budget. Identify any obstacles which may affect the budget going forward.
Update the Work Breakdown Structure, including new teammates recruited since the proposal. Use the template provided in 11.3.
7. ReferencesReference all externally sourced material including manufacturer specification sheets.
8. Appendices8.1. Appendix A: Requirements Verification and Compliance
MatrixThe Requirements Verification and Compliance Matrix (found in Section 11.4 of this document) should be included here. For each requirement in the matrix, the following information must be filled out by the payload team in the table: Compliance column: compliant, partially compliant, not compliant or not applicable (following the lettering shown in Section 11.4)Statement column: explanation for how the payload complies to that requirement, or why the requirement is not applicable Reference column: analysis, test report, etc. that proves compliance to the requirement. There should be a reference to the Analyses and Calculations Appendix or any other section of the document (if needed).
8.2. Appendix B: Hazard SheetsThe Summary of Hazards table (provided above) and Hazard Sheets (see Section 11.7) should be included for each identified hazard.
8.3. Appendix C: Analyses and CalculationsAnalyses and calculations can be given here which support compliance to requirements.
5.4. FeedbackYou will be given feedback on many occasions throughout the CAN-SBX competition (e.g., at progress presentations, PDR, CDR, etc.). Please remember that this feedback provides an opportunity for you and others to constructively assess some aspect of your project and then improve it!
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While verbal feedback is to be expected after every presentation (e.g., progress presentations, PDR, CDR), there is also a Feedback Sheet that will be used to track outstanding items. The Feedback Sheet is typically in the form of an Excel file and is provided by SMEs after your PDR presentation. An example of one row in the Feedback Sheet is provided below. In this scenario, an SME noticed that a secondary OBC was missing from the C&DH (“command and data handling”) section of the mass budget and recommended that the team add the secondary OBC to the mass budget. The team then responded to this question/comment and upon agreement with the CSA SME, this item’s status would be changed from Open to Closed on the Feedback Sheet.
No. Reviewer ESDP
Section Page Description of Comment or Question
Recommended Action Team Answer STATUS Comments
1SME Name
1.2.5 Mass Budget
16Secondary OBC missing from C&DH section of
mass budget
Add secondary OBC to the mass
budget
SOBC mass was added to the mass
budget and the table updated accordingly
Open/Closed
Additional comments provided
here
6. CRITICAL DESIGN REVIEW6.1. OverviewThe Critical Design Review (CDR) must demonstrate that your experiment design has achieved a sufficient level of maturity to proceed with full-scale manufacturing, integration, and testing on an expandable balloon.
The CDR will be presented to SMEs for feedback via a presentation, and then an updated ESDP document will be submitted 10 days later. Comments from judges during the CDR presentation must be addressed in this document. It is recommended to complete both the report and the presentation by the deadline, and then only make minor changes to the report after the presentation. The CDR deadlines are given in Section 1.3.2.
An unsuccessful or incomplete CDR can lead to project cancellation at the discretion of SMEs.
6.2. PresentationTeams will be required to provide a 45-minute presentation followed by a 45-minute discussion period to our panel of SMEs and judges via teleconference. Teams must submit their CDR slides to [email protected] in advance of their scheduled CDR presentation (see Section 1.3.2 for the Timeline). You must demonstrate that your design satisfies all requirements with detailed, compelling evidence. You must be prepared to answer technical questions. Please structure the presentation as follows:
1) Title slide — Include all team information and responsibilities of each member
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2) Introduction — 1 slide on research topic and experiment
3) Technical Experiment and Procedures
Final Mission Objectives and success criteria table
Final system specifications and diagrams
Procedures for both pre-flight (to get the payload ready for flight), flight (if applicable), and recovery operations, along with team responsibilities.
4) Experiment Testing
Briefly describe the setup of the final ground test(s) conducted. Describe the results of the test and how they have impacted the final design
specified in the CDR report.
5) Safety Information
Identify all hazards, making sure to highlight any new hazards since PDR With each hazard list appropriate mitigation strategies
6) Present a requirement compliance table
All requirements are expected to be compliant or partially compliant (with a clear path to compliance) at the CDR stage.
7) Project management
Updated timeline
8) Outreach & funding
Update on outreach efforts Update on funding and any issues with travel to the flight campaign (if
applicable)
Highlight the most important milestones completed to date and the remaining tasks to accomplish prior to the integration of your experiment with the Gondola.
6.3. DocumentationThe ESDP document submitted post-CDR should be an updated version of the ESDP submitted post-PDR, following the same outline as Section 5.3. At this point, requirements should be compliant or with a path to compliance. All calculations should be included in the Appendix. All tables should be updated. The mass and power budgets should now only have 10% margins. Any new tests done with the payload should be updated in the Experiment & Project Management section. Procedures for pre-flight, flight (if applicable), and recovery operations, along with team responsibilities should now be included in the Experiment & Project Management section as well.
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Remember to follow the formatting guidelines laid out in Section 1.4.
If there are any questions with the expectations for an ‘updated ESDP’ please email [email protected].
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7. FINAL ESDP SUBMISSIONThe CSA requires a finalized version of the ESDP prior to launch for final approval of the payload. All requirements must be shown as compliant and no further modifications of the payload shall be made upon submission of the final ESDP.
An unsuccessful or incomplete ESDP will lead to project cancellation. There is no page limit, however clear and concise presentation will ensure no content is missed by reviewers.
The submission date for the final ESDP is listed in Section 1.3.2.
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8. OUTREACH ACTIVITIES REPORT
8.1. OverviewPart of this competition involves inspiring the next generation of STEM leaders, educating youth and the public on microgravity research and space exploration and development at large, and communicating your work to peers in your field. Even as students, we are custodians of the scientific world and have a responsibility to nurture the curiosity and fascination with the universe. It is important for the general public to understand why science is important to inform their decisions and support educational programs.
The Outreach Activities Report (OAR) must demonstrate that your team has made an impact on students, the public, and your peers through various activities and presentations. We encourage you to pursue a variety of outreach pathways such as interactive demos, school visits, festival exhibits, and academic presentations/posters. At least one activity must relate to your project’s research and experiment.
8.2. StructureThe OAR should include a title page that clearly lists all team members involved in the planning and delivering of outreach activities, and their specific roles, followed by a list of activity records describing the outreach performed. At the end of the document, please provide an overview detailing your team’s overall impact on each level of audience listed in the record template.
If you included high school students during your project, briefly describe the specific roles these students held during the project, work they have completed, and feedback for the project, their involvement, and the CAN-SBX competition. These details will strengthen SEDS-Canada’s funding portfolio to continue supporting STEM education and expand the reach of the CAN-SBX project to high school students.
The format of the document should follow the requirements listed in Section 1.4.
8.3. Outreach Activities RecordFor every outreach activity you perform, please fill out an activity record using the formatted table below.
Activities
Location(s) of activityDates(s) of activityNames and roles of team members involved in this activity.
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Were these activities part of a larger event? If so, please provide a name and brief description.Was this activity related to your project? (Y/N)Was this activity included in your Outreach Plan in the Proposal? (Y/N)
Audience Educational Level (Circle or Shade all applicable)
K-4 5-8 9-12 Post-Secondary Educator Other
SummaryBriefly describe the activities conducted at the event.
Briefly describe any feedback received from the audience or organizers.This will help inform our best practices guide for future teams
Briefly describe any challenges faced while planning or executing the activities.This will help inform our best practices guide for future teams
Would you repeat these activities? Please provide additional detail as to why or why not.This will help inform future outreach activities conducted by SEDS
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9. POST-FLIGHT SURVEYThe Post-flight survey will help SEDS-Canada improve the CAN-SBX competition. It includes questions such as:
● Were your experiment objectives met? Explain why or why not?
● What results were obtained from the data collected? Was the data expected or unexpected? Explain.
● What changes would you make to the CAN-SBX competition?
The Post-flight survey will become available as a Google Form after the flight campaign and must be submitted by the deadline listed in Section 1.3.2.
10. DELIVERABLE CHECKLISTTo ensure on-time submission of all deliverables expected throughout the CAN-SBX competition, the following can be used as a checklist:
❏ Progress Presentation 1
❏ Preliminary Design Review (PDR) Presentation
❏ Draft ESDP (after PDR presentation)
❏ Feedback Sheet (recurring submission)
❏ Progress Presentation 2
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❏ Critical Design Review (CDR) Presentation
❏ Updated ESDP (after CDR presentation)
❏ Feedback Sheet (recurring submission)
❏ Final ESDP Report
❏ Outreach Activities Report
❏ Pictures/video for social media
❏ Post-flight Survey (submitted via a Google Form)
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11. TEMPLATESThis section contains templates that each team should use for various parts of the project:
11.1.Mission Objectives & Success Criteria Describe the mission objectives (what questions do you want to answer?) and the success criteria for meeting these objectives in a table like the following (a couple of examples are given, but be sure to make these specific to your experiment):
Table 11-1: Mission objectives & success criteria template.
Mission Objective Success CriteriaExample: Demonstrate operation of solar panels in space-like conditions.
Example: The solar cells produce at minimum X amount of power and the panel wiring is able to distribute that power to all required components.
Example: Demonstrate communication subsystem in space-like conditions.
Example (of multiple criteria): 1. (Minimum criteria) The ground station receives a beacon from the
satellite.2. The satellite acknowledges reception of a ground station transmission
(handshake between ground station and the satellite).3. The ground station receives a telemetry packet with X percentage of
packet loss.
Note that the success criteria should be constructed from variables you measure during your experiment, and should be as measurable and specific as possible.
If you do not know the specific success criteria, e.g. you know you will be measuring a variable, but don’t know what amount you’d need to see to in order to consider the objective successful, you can write in “X” as a placeholder in that criteria. You’ll be expected to finalize that criteria before or at the CDR.
11.2.Risk Assessment TablesCreate a risk table (like Table 11-2) for each technical risk (TR#), human risk (HR#), or managerial risk (MR#), describing what the risk is, its probability and consequence with associated rankings (Low, Medium or High), and a mitigation and contingency plan.
The definitions of Low, Medium, and High are:
Low: unlikely to occur or requires multiple control elements to fail Medium: may occur if a control element fails High: likely to occur due to frequency of activity or lack of control elements
List all risks (TR1, MR1, etc.) in the Risk Assessment Matrix (Table 11-3). 35
Table 11-2: Risk table template.
Risk Event – TR1 What is the risk?Probability L / M / H Describe probabilityConsequence L / M / H Describe consequence
Mitigation Plan
Describe plan to mitigate riskThis may include active methods (ex. detection, feedback, controls), passive methods (ex. deterrence, avoidance, initial planning), or no mitigation.
You should include the mitigated probability (i.e. the probability given the mitigation strategies your team will employ) and the mitigated consequence (i.e. the consequence given the mitigation strategies your team will employ) in this section.
Contingency Plan Describe the response plan in case risk occurs.
Table 11-3: Risk assessment matrix template.
ProbabilityLow Medium High
ConsequenceLow E.g. MR1, TRI
Medium E.g. MR2 E.g. TR2High
11.3.Work Breakdown Structure (WBS)A work breakdown structure (WBS) separates your project into distinct scopes and assigns a person responsible for managing that scope to ensure accountability and identify gaps in personnel. Scopes should be broken into sub-scopes which may have their own managers. Specific activities should be defined in the project timeline within each scope and may have linkages across different groups. In small spacecraft design, scopes are typically defined by timeline (ex. design, manufacturing, testing), discipline (ex. engineering, finances, management), or system (ex. comms, power, payload), with sub-scopes encompassing the other aspects. A WBS may contain multiple layers as needed to organize your project.
Modify the template tree outlined below (currently organized by discipline, with engineering split by timeline) to structure your project from start to finish. You can access the template at seds.ca/wbs. Add or remove tasks as needed based on your project and management plan. Assign a number to each member of your team and list their names in the legend. Each task in the WBS should be given a number(s) corresponding to the team members responsible for that task. When accessing the template at seds.ca/wbs, you can edit the WBS using the edit buttons shown in the screenshot below. It will open a new page in draw.io, where you can edit the WBS without modifying the template.
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11.4.Requirement Verification Compliance Matrix (RVCM)
The following template lists the CSA design requirements which must be fully verified prior to the final ESDP report. A sufficiently comprehensive RVCM should allow any other group to conduct a replicate experiment if all requirements are met.
Use the following 3 columns to fill in the RVCM:
Compliance Column: C = Compliant, P = Partially Compliant, N = Non-Compliant, N/A = Not applicable. Put an ‘X’ in the column which matches your compliance status.
Statement column: explanation for how the payload complies to that requirement, or why the requirement is not applicable Reference column: analysis, test report, etc. that proves compliance to the requirement (reference the Analyses and Calculation section of your ESDP or other sections, as required)
REQ ID Requirement Compliance Justification ReferenceC P N N/AMEC-001 The payload shall be able to
withstand a vertical downward G-force of 15G and a lateral G-force of 7.5G in any direction in the XY plane applied to the payload’s center of mass.
X Example:Simulated forces on CAD model and observed material strain. Example: Tested system by
Example: See Section X in ESDP.
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dropping from a height of 3 m and stopping using a rope.
MEC-010
The mass of the payload shall be a maximum of 3 kg, including the mass of the mounting plate, the payload enclosure and any payload thermal protection.
MEC-020
The payload shall fit within the cylindrical envelope volume with a diameter of 285 mm and height of 524 mm.
MEC-030
The centre of mass of the payload shall be located within a 25 mm diameter from the coordinate system origin of the gondola.
MEC-040
The payload mounting interface shall be provided by the payload team and shall be reviewed and approved by CSA prior to the flight campaign.
MEC-050All parts shall remain attached to the payload during launch, flight and landing.
ELE-001
Each payload instrument shall be equipped with a protective system (such as a fuse) to prevent overloading of the circuits.
ELE-010
The payload’s frequency plan, listing all the frequencies of the transmitters and receivers used by the payload, shall be submitted to CSA before the campaign to check for compatibility with the campaign’s frequency plan.
ELE-015
The payload must not emit in the following wavebands: 1090 MHz (CSA transponder), TBD MHz (CSA GPS).
ELE-020
All cables and harnesses shall be rated for a current equal to or greater than that of the protective system (fuse).
ELE-025Wire size smaller than AWG 26 shall not be used without CSA approval.
ELE-030 All cables shall be insulated, protected and secured.
ELE-040 The connectors of electrical circuits at risk shall be designed
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in such a way that there is no ambiguity in their connection (mechanical guides, fool proofing devices, etc.). They shall also be protected against any deterioration and include a system for locking the connections in position.
SAF-001
Payload teams shall identify all hazardous materials and equipment, taking both nominal and non-nominal operation into account.
SAF-010
Systems at risk shall comply with the most stringent applicable regulations and their compliance must be proven by the submission of a dossier approved by a recognized inspection body.
SAF-020
The use of any system involving a risk shall be clearly indicated on the equipment concerned, as well as on the outside of the gondola, by labelling stipulated under the most stringent regulations.
SAF-030
Systems at risk shall include at least two barriers, excluding the control system, on electric circuits that could cause the loss of human lives if opened; at least one barrier on circuits that could cause serious injury or considerable damage if opened.
SAF-040
Hazardous chemical systems shall have safety features to prevent inadvertent release of any caustic, toxic or reactive chemicals.
SAF-050
For each hazardous material or component present in the payload, safety testing shall be performed to prove that there is no risk during nominal operations in the flight environment, for the duration of the flight and during landing.
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11.5.Mass and Power BudgetsYour experiment is expected to have more components than the sample budgets below. Please use the following nomenclature:
E = Estimated Mass/Power
M0 = Calculated using a 3D solid model or modelling software (SolidEdge, Eagle, etc.)
M1 = Taken from a manufacturer spec sheet
M2 = Measured (using a scale, voltmeter, ammeter, etc.)
Do not forget to include masses for your fasteners, wiring, and mounting interface to the gondola itself. At the proposal stage, you should have over 15% margin or a plan to reduce mass in case your system exceeds the budget at later stages.
Table 11-4: Mass budget template.
Component Status Qty CBE Unit [kg]
CBE Total [kg]
Mass Fraction Remarks
Structure and Mechanisms Subtotal 9.00 52%Aluminum Structure M2 1 6.00 6.00
Support Brackets M2 5 0.20 1.00
Experiment Components Subtotal 5.00 29%High-Speed Camera M1 1 0.50 1.00
Power System Subtotal 0.85 5%Batteries M2 4 0.10 0.409V Power Adapters M2 3 0.05 0.15
Data Handling Subtotal 1.10 6%Data Logger M2 1 0.50 0.50Electronics Subtotal 0.50 3%Arduino UNO M0 1 0.10 0.10
Miscellaneous Subtotal 0.80 5%Cabling E 1 0.50 0.50Fasteners M0 1 0.30 0.30TOTAL 17.25 100%Target Mass 20.00 -Margin 2.75 14%
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Table 11-5: Power budget template.
Component StatusPower
Consumption [W]
Qty
Experiment Operational ModeIdle Science
Average [W]
Duty Cycle
Average[W]
Duty Cycle
RF Module E 0.17 4 0.00 0% 0.68 100%Tablet M1 10.00 1 10.00 100% 10.00 100%
Robotic Manipulator
M2 20.00 1 0.00 0% 20.00 100%
Microcontroller M1 5.00 2 5.00 50% 10.00 100%Power Used [W] 15.00 - 40.68 -
Power Available or Allocated [W] 50 - 50 -Margin [%] 70% - 19% -
11.6.Budget and FundingUsing your Work Breakdown Structure as a guide, complete a table listing the costs of each major task of the project. This budget and funding table is not exhaustive and should be modified to suit your needs. Include all current and future sources of funding in order to estimate total available funds and determine the overall project budget. Include as many details as possible.
Table 11-6: Budget and funding table template. Update the Project Tasks column as needed.
Estimated Expenses ($CAD)
Project Management
Project Tasks Labour Material Travel OtherMeetingsSubtotal
Design
CAD ModelPrototype
Sub-system 1Subtotal
Development
Custom-machined parts
Materials and Tools
Machine shop training
Sub-system 1Subtotal
Testing
Structural testsSoftware testsSub-system 1
Procedures testsSubtotal
Flight Campaign
Travel to/from flight campaign
Meals
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Experiment shipping
Spare partsData collection and
managementData analysis
Subtotal
OutreachConferences
Public engagementSubtotal
Other Costs Other costsSubtotalSubtotals
Subtotal With +15% MarginTotal (Estimated)
Estimated Funding ($CAD)Funding Sources
University/College Grants
Government GrantsSubtotal
Subtotal with -15% MarginTotal (Estimated)
Deficit/Overture (Funding – Costs)
11.7.Hazard SheetThe following template is taken from the STRATOS Expandable Balloon Payload Requirements and User’s Manual.
HAZARD SHEET a. No (#): XXX
b. PAYLOAD: c. PHASE:
d. SUBSYSTEM: e. IDENTIFIED HAZARD: f. DATE:
g. HAZARD IDENTIFIER: c. CATEGORY: (SHADE CHOICE)CATASTROPHICSERIOUS
h. APPLICABLE SAFETY SPECIFICATIONS:
j. DESCRIPTION OF HAZARD:
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k. CAUSES OF HAZARDS:
l. CONTROL OF ASSOCIATED RISK:
m. SAFETY AUDIT RISK:
n. AUDIT STATUS:
Name and Signature of the sheet’s author
Approval
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12. APPENDICES12.1.Physical Health HazardsPlease see Section 6.1 in the STRATOS Expandable Balloon Payload Requirements and User’s Manual for a list of hazards to be aware of.
Physical HazardsHazard Class General Description
Flammable gases Flammable aerosols Flammable liquids Flammable solids
These four classes cover products that have the ability to ignite (catch fire) easily and the main hazards are fire or explosion.
Oxidizing gases Oxidizing liquids Oxidizing solids
These three classes cover oxidizers, which may cause or intensify a fire or cause a fire or explosion.
Gases under pressure This class includes compressed gases, liquefied gases, dissolved gases and refrigerated liquefied gases.Compressed gases, liquefied gases and dissolved gases are hazardous because of the high pressure inside the cylinder or container. The cylinder or container may explode if heated. Refrigerated liquefied gases are very cold and can cause severe cold (cryogenic) burns or injury.
Self-reactive substances and mixtures
These products may react on their own to cause a fire or explosion or may cause a fire or explosion if heated.
Pyrophoric liquids Pyrophoric solids Pyrophoric gases
These products can catch fire very quickly (spontaneously) if exposed to air.
Self-heating substances and mixtures
These products may catch fire if exposed to air. These products differ from pyrophoric liquids or solids in that they will ignite only after a longer period of time or when in large amounts.
Substances and mixtures which, in contact with water, emit flammable gases
As the class name suggests, these products react with water to release flammable gases. In some cases, flammable gases may ignite very quickly (spontaneously).
Organic peroxides These products may cause a fire or explosion if heated.
Corrosive to metals These products may be corrosive (chemically damage or destroy) to metals.
Combustible dust This class is used to warn of products that are finely divided solid particles. If dispersed in air, the particles may catch fire or explode if ignited.
Simple asphyxiants These products are gases that may displace oxygen in the air and cause rapid suffocation.
Physical hazards not otherwise classified
This class is meant to cover any physical hazards that are not covered in any other physical hazard class. These hazards must have the characteristic of occurring by chemical reaction and result in serious injury or death of a person at the time the reaction occurs. If a product is classified in this class, the hazard statement on the label and SDS will describe the nature of the hazard.
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Health HazardsHazard Class General Description
Acute toxicity These products are fatal, toxic or harmful if inhaled, following skin contact, or if swallowed. Acute toxicity refers to effects occurring following skin contact or ingestion exposure to a single dose, or multiple doses given within 24 hours, or an inhalation exposure of 4 hours. Acute toxicity could result from exposure to the product itself, or to a product that, upon contact with water, releases a gaseous substance that is able to cause acute toxicity.
Skin corrosion/irritation This class covers products that cause severe skin burns (i.e., corrosion) and products that cause skin irritation.
Serious eye damage/eye irritation
This class covers products that cause serious eye damage (i.e., corrosion) and products that eye irritation.
Respiratory or skin sensitization
A respiratory sensitizer is a product that may cause allergy or asthma symptoms or breathing difficulties if inhaled. Skin sensitizer is a product that may cause an allergic skin reaction.
Germ cell mutagenicity This hazard class includes products that may cause or are suspected of causing genetic defects (permanent changes (mutations) to body cells that can be passed onto future generations).
Carcinogenicity This hazard class includes products that may cause or are suspected of causing cancer.
Reproductive toxicity This hazard class includes products that may damage or are suspected of damaging fertility or the unborn child (baby). Note: There is an additional category which includes products that may cause harm to breast-fed children.
Specific target organ toxicity – single exposure
This hazard class covers products that cause or may cause damage to organs (e.g., liver, kidneys, or blood) following a single exposure. This class also includes a category for products that cause respiratory irritation or drowsiness or dizziness.
Specific target organ toxicity – repeated exposure
This hazard class covers products that cause or may cause damage to organs (e.g., liver, kidneys, or blood) following prolonged or repeated exposure.
Aspiration hazard This hazard class is for products that may be fatal if they are swallowed and enter the airways.
Biohazardous infectious materials
These materials are microorganisms, nucleic acids or proteins that cause or is a probable cause of infection, with or without toxicity, in humans or animals.
Health hazards not otherwise classified
This class covers products that are not included in any other health hazard class. These hazards have the characteristic of occurring following acute or repeated exposure and have an adverse effect on the health of a person exposed to it - including an injury or resulting in the death of that person. If a product is classified in this class, the hazard statement will describe the nature of the hazard.
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12.2.Team/Project Checklist You can also download a copy of this letter on the CAN-SBX website (seds.ca/can-sbx)
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12.3.Faculty Endorsement LetterYou can also download a copy of this letter on the CAN-SBX website (seds.ca/can-sbx)
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