CFSP

From Center for Friction Stir Processing Guide

Managing a Multi-site Industry/University Co-operative Research Center A Case Study : The Center for Friction Stir Processing A supplement to Gray and Walters

Mr. William Arbegast, CFSP Center Director Dr. Antonette Logar Dr. Edward Corwin

Table of Contents

• 1. The Center for Friction Stir Processing
  • 1.1 CFSP Vision
  • 1.2 CFSP I/UCRC Mission Statement
  • 1.3 CFSP Research Objectives
  • 1.4 CFSP Policies Procedures and Practices (P3)
    • 1.4.1 Membership Policy
    • 1.4.2 Industrial Advisory Board Policy
    • 1.4.3 Selection of Research Projects Policy
    • 1.4.4 Project Investigators Policy
    • 1.4.5 Regular Reports Policy
    • 1.4.6 Publication Policy
    • 1.4.7 Patent Policy
    • 1.4.8 Termination of Research Policy
  • 1.5 Center Structure
    • 1.5.1 Overall Center Structure
    • 1.5.2 University Partner Structure
    • 1.5.3 Other Participants: NSF and Industry
  • 1.6 CFSP Partner Site Outside Research – The SDSMT AMP Center
  • 1.7 Electronic Resources
    • 1.7.1 Websites
    • 1.7.2 Databases
    • 1.7.3 Document Management Systems
  • 1.8 Budgets and MIPR

• 2. Constituting the Center
  • 2.1 Establishing a Center Vision and Mission
    • 2.1.1 Identifying Technology Development Needs of the Sponsors
    • 2.1.2 Preparing a Long-Term Technology Development Roadmap
    • 2.1.3 Identifying the Focus Research Areas For Each University Site
    • 2.1.4 Identification and Selection of Multi-Year Projects
  • 2.2 Bylaws
    • 2.2.1 Procedures for Acceptance of New University Sites
    • 2.2.2 Procedures For Acceptance Of New Industry Memberships
  • 2.3 Membership Agreements
  • 2.4 Intellectual Property Agreements
    • 2.4.1 Protection of Proprietary Information
    • 2.4.2 Protection of ITAR/EAR Restricted Information
    • 2.4.3 Nondisclosure Agreements

• 3. Center Operations
  • 3.1 Development of an Interactive Website
  • 3.2 Common Searchable Database of Test Results
  • 3.3 CFSP Document Management and Standardized Forms
    • 3.3.1CFSP Standardized Letter and Memo Format
    • 3.3.2 Quarterly Project Reports
    • 3.3.3 CFSP Annual Members Report
    • 3.3.4 Annual NSF IUCRC and Independent Evaluators Report
    • 3.3.5 Semi-Annual LIFE Form Response Report and Action Items
    • 3.3.6 Project IAB Workshop Presentations – Technical Review
    • 3.3.7 Project IAB Meeting Presentations – Management Review
    • 3.3.8 New Project Proposals
    • 3.3.9 IAB Action Item Lists
    • 3.3.10 IAB Meeting State of the Center Report
  • 3.4 IAB Meeting - Workshop Posters
    • 3.4.1 IAB Meeting and Workshop Attendance Request and Registration Forms
    • 3.4.2 CFSP Membership Point of Contacts List
    • 3.4.3 CFSP Membership Agreements
    • 3.4.4 CFSP Non-Disclosure Agreements
  • 3.5 Building a Website Based Reference Library
  • 3.6 University Specific Documents
  • 3.7 Identification of Supplemental Research Opportunities
  • 3.8 Papers and Publications Review and Approval
  • 3.9 CFSP University Site Individual Project Management
    • 3.9.1 Paperless Data Management System [PaDMS]
    • 3.9.2 Creating Projects in PaDMS
    • 3.9.3 Creating Tasks and Subtasks in PaDMS
    • 3.9.4 Creating Task and Subtask Work Orders
  • 3.10 Standardized Final Work Order Laboratory Report
  • 3.11 Weekly Meetings and Reporting
  • 3.12 Naming Conventions
  • 3.13 Social Events

• 4. Meetings
  • 4.1 Semi-Annual Industrial Advisory Board (IAB) Meetings
    • 4.1.1 IAB Meeting Participants
    • 4.1.2 Setting the IAB Meeting Agenda
    • 4.1.3 Pre-IAB Meeting Technical Workshops
  • 4.2 Presentations at IAB Management Review Meetings
    • 4.2.1 Management Review Presentations
    • 4.2.2 Management Review Meeting – Project LIFE Form Evaluations
    • 4.2.3 State of the Center Presentation
    • 4.2.4 Posters
  • 4.3 Follow-Up from the IAB Meetings
    • 4.3.1 Action Items
    • 4.3.2 Annual IAB Members Report
  • 4.4 Quarterly Meetings
  • 4.5 Weekly Meetings
  • 4.6 Summary of Standardized Management Tools and Procedures

• 5. Center Assessments
  • 5.1 NSF Annual Report
  • 5.2 Best Practices Rubric
  • 5.3 Annual Member’s Report
    • 5.3.1 Program Overview
    • 5.3.2 Technology Development Roadmap
      • 5.3.2.1 The Technology Development Roadmap:
      • 5.3.2.2 Initial Technology Developments Needs List:
      • 5.3.2.3 LIFE Form Summary Lists:
    • 5.3.3 Project Master Schedule
    • 5.3.4 Project Executive Summaries
    • 5.3.5 Current Project Annual Reports
  • 5.4 External Evaluator’s Report

• Appendix A CFSP MEMBERSHIP AGREEMENT

• Appendix B CFSP CENTER BYLAWS

• Appendix C SDSMT MUTUAL NON-DISCLOSURE AGREEMENT

• Appendix D CFSP PERSONAL NONDISCLOSURE AGREEMENT

• Appendix E STANDARDIZED IAB INVITATION LETTER FORMAT

• Appendix F CFSP IAB MEMBERSHIP POC LIST

• Appendix G CFSP WEBSITE BASED REFERENCE LIBRARY

• Appendix H AMP PAPERLESS DATA MANAGEMENT SYSTEM – (PADMS)

• Appendix I AMP STANDARD TEST PLAN FORMAT

• Appendix J AMP STANDARD LABORATORY REPORT FORMAT

• Appendix K CFSP IAB Meeting Agenda

• Appendix L IAB Annual Members Report – Executive Template

• Appendix M IAB Annual Members Report – Technical Template

• Appendix N IUCRC INDEPENDENT EVALUATOR INDUSTRY QUESTIONAIRE

• Appendix O CFSP NSF Annual Report Format and Example

• Appendix P CFSP External Evaluator Report Example

• Appendix Q Examples of outputs of NCSU Spreadsheet