OSE Immersion Program Curriculum

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The OSE immersion curriculum is a deep dive into soft and hard skills of making a better world, framed within the work of open source ecology.

Schedule Overview

The course is a deep learning immersion based on experiential learning. The weekly schedule involves class time, hands-on builds, and participation in public Extreme Manufacturing (XM) Workshop on site or at other locations. As a result, immersion program trainees will gain extensive experience in preparing and running the XM workshops. Successful completion - or graduating to become OSE Fellows - means that the OSE Fellows can run these workshops on in different locations, while engaging in full time development work with OSE. The goal is to teach a replicable, bootstrap-funded development process for open hardware - towards the open source economy.

  • Week 1 - OSE Boot Camp: Survey of OSE development techniques and the Microfactory I Machines.
  • Week 2 - Open Source Development Process: Mass Collaboration towards the Open Source Everything Store. 3D Printer in more depth.
  • Week 3 - Leading Extreme Design Jams: Open Culture and Leadership. Filament Maker in more depth.
  • Week 4 - Extreme Manufacturing Workshops: Organization and Enterprise. CNC Circuit Mill and Electronics in more depth.
  • Week 5 - Leveraging Incentive Design Challenges and Bootstrap Funding. Laser cutter in more depth.

Week 1 is a survey, designed for not only prospective OSE Fellows, but anyone from the general public who wants to get a taste of how an open source ecology development process works. Week 2 goes deeper into the modular, open source development process - starting with the history of public domain research and development from the steam engine to the digital age - and the tools and values required to make open development scale. We propose a mechanism for involving large numbers of people in democratizing production - in what we call our Open Source Everything Store initiative. In week 3, we continue with the practical aspects of leadership and team architecture required for effective, real-life + virtual, crowd-based development - the Extreme Design Jams - which mixes practical results, a friendly learning environment, a coopetitive (cooperation + competition) spirit, and a synergistic collaboration architecture. Week 4 explores the workings of the OSE revenue model - the organization of collaborative swarm builds that combine education and production in one. We explore how such a model can scale towards ushering in the open source economy in a bootstrapped fashion. In Week 5, we go deeper into the crowd-sourcing of the Extreme Design Jam model - by adding an incentive prize coopetition on top of the open source process. The goal is to incentivize wider participation, while inculcating awareness and appreciation of open source culture in a wider audience.

Learning Outcomes

Builds

  • Capacity to build a cartesian 3D printer of any size and shape using the Universal Axis system, and to design the same in FreeCAD
  • Capacity to design and build a CNC circuit mill from the Universal Axis system.
  • Capacity to design and build a 4W laser cutter using the Universal Axis system.
  • Capacity to design and build a filament maker and plastic shredder

Design

  • Understanding the calculations and design principles of the modular Universal Axis system and resulting machines.
  • Understanding admissible parts for design
  • Ability to use FreeCAD part libraries and design guides to make design iterations and upgrades to the existing machines
  • Practical understanding of the limits of different printing techniques - metal, sintering, plastic, clay-plastic, metal-plastic, clay, rubber, metal wire and limits of applications to consumer goods, hydraulics, pneumatics, building materials, insulation, composites, structures, glazing, power transmission, seals, rubber tires, clothing, body parts (biological and inorganic), electronics, insulators, containers, and other applications.

Enterprise Development Process

  • Understanding and executing core processes for open source product development while maintaining documentation.
  • Mastering collaborative workflows in virtual meetings with Realtime Cloud Collaborative documents
  • Ability to manage a development process at a basic level in order to lead the development of any GVCS module - in Design Sprints or Extreme Design Jams
  • Ability to run Extreme Design Jams - OSE's collaborative, interdisciplinary design and build events
  • Ability to identify and reaching out to Subject Matter Experts (SMEs)
  • Ability to assess the development status of other existing open source projects

Communications and Teaching

  • Ability to articulate the vision of OSE, it's current status, and main development points, and its challenges
  • Ability to teach Extreme Manufacturing Workshops to a group of participants
  • Ability to invite SMEs to a development process
  • Ability to produce explainer videos and blackboard videos with title screen, subtitles, and links

Enterprise

  • Understanding of the Extreme Manufacturing business model and the economic potential of the Open Source Everything Store
  • Understanding the operations requirements for an open source education and hardware enterprise
  • Ability to execute an Extreme Manufacturing event from part procurement to teaching

Schedule

Other Topics To be Included

  • Why Core GitHub Workflow does not work for the 10% of Assets that it Could Work For. The uniform compiler is missing.
  • Collaborative Literacy Principles
  • Finalizing the BOM - day of BOM and Fabrication Drawings - with 7 people. Reconcile BOM with Fabrication drawings.
  • Universities - structural bankruptcy of collaborative research
  • 3D printer longevity - rods, electronics, nnozzle, belts
  • Big picture of OSE: solving Structural Global Grand challenges - limited responsibility corporations, governamce, funnymoney, corruption, North vs South Korea, "3rd world development colonialism", bureaucracy, legal system, microstate entrepreneurship, transition to a peacetime economy, food as medicine, broadscale regenerative agriculture, ecoindustry, human integration and healing
  • A day on understanding the BOM, product keywords and specs.
  • U-Pick_Farms
  • Low level people managing high level technology - [1]
  • Risk assessment for good performance: distractions from other duties and managing those; collaborative literacy risk; esteem risks; external pressure; 'conventional wisdom', toolchain difficulty or bugs; procedure unclarity; focusing risk; conflict and difficult cnvwrsations; cultural alignment
  • Critical path and window of opportunity approach for maintaining timelines. Fixed goals plus some noncritical steps. Agile waterfall. 2 pizza team plus modularity for large project development. Simple and uniform tools: for pblic effort, numbers are more important than advanced tools - and QC is still maintained.
  • Setting the trend: collaborative realtime cloud docs (catarina assists?)
  • Co-creating the 1 Hour FreeCAD course and its rationale
  • Basic FreeCAD FEA, drawing dimensioning, reverse engineering (graphics in background)
  • Induction ceremony - the Oath of Open Source modeled after the US constitution
  • Sourcing sheet steel for frames - composition, thickness, and strength. Materials familiarity exercise. Hands on test - making an order and having a conversation with with a CNC metal provider
  • Collaborative killer video - Dixon and crew - how to create the open source econ in 5 steps.
  • 1998 - patent free - and 1900 tech anyone can make better things today with Amazon equipmemto. Capacity today is outstanding.
  • Open source software policy - Gmail is better than OS, FreeCAD is better than closed source. MailChimp vs PhPList.
  • Open source hardware with Dr. Mota
  • Guest lecture by Dr. Pearce
  • Guest lecture with Jeff Moe
  • How to Design an X Prize
  • Fine-tuning performance - understanding speed, performance degradation, acceleration, jerk, banding, motor stalling at high speed, motor voltage tuning
  • Calculations - v=at and taking acceleration data with fast camera or audacity, thermal transfer, cost of printing, deposition rate, economic analysis of prints, print times, nozzle vs deposition rate, melting calculations, laser ablation calculations, CNC circuit milling torque calculations, etc.
  • Layout of parts on a print surface, with D3D_Extruder#CAM_.283D_Print_Files_of_Modified_Prisa_i3_MK2.29 as exercise.
  • OSPD parallel 100 persoon collaboration architecture. Includes CAD from manufacturers
  • 3D printed and scale model prototyping - plus cost analysis of each. Includes rubber hoses, movable hydraulics, and water hydraulic motors
  • Numeracy - common quantities.
  • Scalability - calculations for cost to performance ratios; advantages and disadvantages, vs specialized parts. Addressing frequent critique of scalability. Scalability is NOT just making things larger - it's about understanding that design so you can make the appropriate adaptations - but it has a great advantage over dedicated design because all dedicated design is not as easy to build and maintain. Understanding criteria for viability of generalized design- eg gvcs in one shipping container
  • Design Jam collaboration architecture - conducting a symphony of builders
  • Every day we go over CAD workflow until everyone masters the step-by-step upload of every feature, n constraints outside of circular

Exam

  • 1 hr CAD course
  • 5 hour 3D printer build - 4 people tag team, according to steps
  • 1 hr pitch presentation. Clarity on value proposition of our system - 3 slides. Clarity on our products. 3 slides. Products. Courses. Jams. Enterprise Jams - Open Source Earth Catalogue

Week 1 - OSE Boot Camp

The first week is also known as the OSE Boot Camp, and is open to other participants.

Week 2 - Sep 1-8 - Open Source Development Process

3D Printer

  • 1 Day - Week 2 Build - at a public library. Building a second 3D Printer for your print cluster.
  • 1 Day - We will build a ceramic 3D printer. By adding a paste extruder fed by a syringe, you can print in clay and fire it to make ceramic goods. Replace with Universal Axis Possible Geometries Exercise - 1 hr, Scalable Heater Exercise - DIY band heaters and controls - 2 hrs; Universal Axis 1" exercise - 3 hrs; Frame Welding Exercise - 1 hr
  • 1 hr - How to Design a 3D printer of any size from scratch - including scalability calculations via Calculations Protocol. How to assess the costs involved and rates of production. ROI.
  • 1 hr - Bed leveling with multiple print heads. Understanding requirements and practical limits.
  • 4 hr - Team exercise - collaborative design in FreeCAD with real-time, module-based workflow. Wiki + frames for visualizing all parts. Collaborative design scalability limits for Extreme Design.
  • 1 hr - 3D Print Cluster - designing a system for Automatic Part Harvesting.
  • 4 hr - Team exercise - building an automatic part harvesting system for a 4-printer cluster.
  • 1 hr - Marlin: Part 2. Upgrading to Trinamic stepper drivers: quiet operation + Sensorless Homing. Understanding Marlin bed leveling routines.
  • 1 hr - Octoprint: Part 2
  • 1 hr - Cura: Part 2. Profiles and settings for various prints
  • 1 hr - FreeCAD + 3D Printer Design: Part 2. Understanding the full 3D Printer Design Guide. Advanced extruder design and its fabrication with a screw machine. Advanced heater elements. Large nozzles.
  • 1 hr - 3D printer tuning, troubleshooting, and modification. Printer Manual.

Development

  • 1 hr - OSE Rules of Engagement - anything is possible, the question is meaning. Pragmatic, long-term approach. Assumptions, protocols, and OSE Spec.
  • 2 hrs - Open and Public 101 - Starting in Greece, ideals of freedom have carried on to democracy, transparency, public interest, and in the 21st century - Distributive Enterprise. The place of public development in a proprietary hegemony of artificial scarcity.
  • 1 hr - Infrastructure requirements for an open source hardware project and product. Repo, dev discussion, community forum, bug tracker, modularity, public editable interface, cloud editable docs, logs, production logs, servers, version tracking, part libraries and building blocks, realtime cloud collaborative, software and hardware portability, rapid prototyping infrastructure, land base. Customer service, marketing, sales, hr, operations.
  • 1 hr - OSE Linux - Why it's used and how to use it for development, workshops, and production.
  • 1 hr - Commits and Roadmap. Forks, pull request, diff, merge, commit, freeze at the system-project-module-part level. Technology, Enterprise, and Organization level of development. Critical path, priorities, timeline, roadmap. Software Operating System vs Hadware Operating System kernels.
  • 1 hr - Open Source Microfactory Levels for a GVCS Product Ecology. Dirt and twigs to advanced civilization. Level 1 Microfactory. Level 2 Microfactory. Level 3 Microfactory - advanced derivatives. Materials Production Facility. Advanced import substitution. Industrial Sectors covered.
  • 1 hr - The Large Scale Cloud Collaboration Story. File simplification in FreeCAD. Part Libraries. Part Library Workbench creation of Construction Sets.
  • 1 hr - Designing a basic FreeCAD workbench from Scratch. The 3D Printer Workbench. Building a custom workbench with the OSE Part Library Workbench
  • 1 hr - GIMP and Inkscape 101. Familiarity with functionality of both software packages. Manipulating vector graphics and photos. Extracting toolpaths for CNC. Working with DXFs.
  • 1 hr - Designing in FreeCAD - the advanced OSE workflow. Exploded part animations, language agnostic instructionals, fabrication drawings in FreeCAD, and circuits.
  • 1 hr - Finite element analysis in FreeCAD. Application to Universal axis rods.
  • 1 hr - Video production. Kdenlive/Audacity - video production with sound. Screen Capture. Setting up a basic greenscreen Video Studio for video, product demos, blackboard videos, podcast, presentations.
  • 2 hrs - Open Source Product Development: Part 2. Understanding the Development Template to Create a Collaboration Architecture modules of 50, and multiplying these to additional teams. The 1000 person design sprint.
  • 2 hrs - Python 101
  • 1 hr - Collaborative design using Google Docs. Using Templates for Instructionals.
  • 1 hr - Documentation Best Practice - from Building Open Source Hardware. OSHW Dashboard
  • 1 hr - Creating wiki templates. For various types of assets. Machine template, module template
  • 1 hr - HTML and CSS for Wiki Templates
  • 1 hr - Calculations 101 - how to go through all relevant calculations: printing and cutting time, range of motion, cost, weight, center of mass, power, thermal FEA, structural FEA.
  • 1 hr - Manufacturing 101. Survey of manufacturing techniques. The bearing. History of technology: wood, steel, silicon and connection to deserts. Water, rocks, sand (silicon, glass), carbon, sunlight, soil food web. Integration and distribution vs new technology. Summary of the 18 Dan Gelbart lectures.

Week 3 - Sep 10-15 - Leading Open Source Product Development

Filament Maker

  • 1 day - Filament Maker build. Precious Lyman Filament Maker - mixing the Precious Plastic Extruder with the Lyman Filament Winder.
  • 1 day - Plastic Grinder build. Precious Plastic-based plastic grinder for recycling plastic in filament production.
  • 3 hours - Making and testing filament. Grinding of plastic. Feasibility of using metal paste extruders for 3D printing. Printing metal bushings with bronze Virtual Foundry PLA. Sintering with a metal-sintering oven.
  • 1 hr - Survey of GVCS-relates 3D Printing materials and applications from rubber o-rings to building insulation to agriculture. Pumping, melting, arcing, broadcasting, squirting, sintering, suctioning, spraying, and other application techniques.

3D Printer

  • 1 day - Week 3 3D Printer Build - at an elementary school or high school. You build the 3rd 3D printer for your print cluster.
  • 4 hrs - Experimental Materials Lab - Making starch bioplastic and cellulose acetate bioplastic on your desktop as simple routes to usable bioplastics. Experiments with making metal 3D printing filament: using plastic + metal powders in the Filament Maker to make metal embedded filaments that can be sintered.
  • 3 hrs - Experimental Metal Printing - Building and testing a metal 3D printer based on a MIG welder. Replace with: Open Source Welder Reverse Engineering - an open source wire feeder + Open Source Welder Power electronics...
  • 1 hr - Metal Wire Reinforced 3D Printing - We will discuss techniques and calculations for co-embedding thin tensile wire for renforcement in rubber 3D prints using a dual extruder. This is relevant for steel belted tires and tracks.

Leadership

  • 1 hr - How to run an Extreme Manufacturing Workshop - Keys to effective teaching and running a successful build. Admin tasks. What to do and what not to do. Taking care of peoples' needs. How to work with people. Organizational requirements. Acting constructive and inspiring instead of being a party pooper.
  • 1 hr - How to Run a Coopetition - In addition to Incentive Challenges - real-life coopetitions can be a useful format for crowd development. Teams compete in realtime in different locations. We cover how to organize events like this, and how to get teams and schools involved.
  • 1 hr - How to Run a Design Jam. Design Jams are real-life, social, collaborative design and prototyping events. We cover how to organize these for open source hardware development.
  • 2 hrs - Development Process Management - The Process Manager Role in open source product development. How to run a collaborative, open development process
  • 2 hrs - Collaboration Architecture. How to design teams for parallel development. Tools for alignment of action and purpose. Collaborative literacy.
  • 2 hours - Humans 101. Before transforming the world, you must transform yourself. The approach here is gaining awareness on human capacities, and thus getting explicit about the type of person you'd like to become (Epictetus). Self-Determination Theory. Human index of abilities: it is useful to frame the discussion around an awareness of what people are capable of: human ability benchmarking to see how that fits within the general progress of society. Abilities include: physical, mental, vision, sound, empathy, psycho-cybernetics, dream weaving (accessing insight via dreams), accessing brainwave states, hypnosis, ecstasis. Personal and political ponerology. Gap between thinking and behavior. Esteem. Debunking myths in different sectors: see Book chapters on State of the World. Noncontroversial vs controversial.
  • 2 hrs - Performance Management - Assessments for ability, mindset, capacities, personality, disposition, etc. Possible vs. worthhwile. Busyness paradox. Happiness is the new productivity. Integrated humans - the synergy of nonspecialization. Peak performance. Augmented learning: speed reading, memory boost, book summaries, emptying the mind, smart drugs, understanding world class quality in all disciplines. Mastery. Growth mindset. Top grading. Logic - mental models and general Semantics, information theory, numeracy, logical fallacies. Habits of happiness. Positive psychology - learned optimism. Health, sleep, food. Human augmentation.
  • 1 hr - Leadership 101 - Leadership is not born but practiced. Influence. Difficult conversations. Tipping point. Basic rules of communication: As King, and Non-Violent Communication. Personal to political transformation. Vivid Vision. IQ, emotional intelligence, entrepreneurial quotient (EQ]

Week 4 - Sep 17-22 - Enterprise

CNC Circuit Mill

  • 1 day - CNC Circuit Mill Build - to add to your Microfactory.
  • 4 hr - Power Electronics Construction Set - Designing a generalized Arduino-based inverter, welder, power supply, induction furnace, laser power supply, motor controller, and charger. Understanding IGBTs and MOSFETs.
  • 1 hr - From KiCAD to Milling - from KiCAD to milling a board, and populating the circuit board. Using Universal Part List from the Open Circuit Institute.
  • 1 hr - Building an Arduino Oscilloscope - Mastering the usage of a simple oscilloscope. We will build a simple prototype and discuss what it can measure.
  • 1 hr - Power Electronics Scalability - We will show how power electronics can scale in power. Power calculations and cooling requirements. Making a stackable inverter for unlimited power handling. Working with heat sinks. Water cooling.

3D Printer

  • 1 day - Week 4 Workshop - at an Acton Academy or a private school or homeschool group
  • 1 hr - Photogrammetry Experiment - We will learn the best practice for successful preparation, scanning, processig, and post-processing of 3D scans using open source photogrammetry.

Enterprise

  • 2 hr - State of the World in 2 Hours - to understand points of reference for OSE and why we work on certain project, we begin with understanding how the world works. The State of the World - Combining Gini Coefficient, Gross National Happiness, and Opportunity in One: the Open Source Ecology Index. Energy 101. Materials 101. The Human Condition. The human mind and human capacity. Mainstream and status quo. Outliers. Atrocities + Political Ponerology. Superpowers. Peak performance. Augmented humans. Positive psychology. Humanistic Innovation - where is progress of humanity compared to technology? Self-Determination Theory. Logos-pathos-ethos. Timeless wisdom for a healthy lifestyle. Logical Fallacies. How to take an odious rogue and turn them into a model person. Settlements. Distribution vs Redistribution of Wealth. Model Communities. Economy. Management. Money systems. Tax. Education. Health. Product Development and Manufacturing. Agriculture. Governance. Time Scales. IP. Internet Freedom and Information. Technology. Freedom, free will. Population. West vs Non-West. From AT to OSAT. Construction. Hegemony of artificial scarcity. Green history of the world. War - The Better Angels of Our Nature? Homo Deus. Leviathan. Death. Law. Cooperation. Governance. Tipping Points. Seasteading.
  • 1 day - The One Day MBA: Accouning 101, Cash Flow 101, Budget 101. Operations Management. Human Resources. Methods of accepting payment and transactions. Contracts. Corporate form. Legal literacy. Financial planning. Writing a Business Plan + Business Model Canvas. Real Estate Law 101. Tax structuring and compliance.
  • 4 hrs - Mastering product BOMs and Sourcing for each Microfactory 1 machine by understanding required specifications. Admissible and inadmissible parts and supplies. Admissible part substitution - how to know the system will still work. Recursion and cost calculations.
  • 4 hrs - Effectiveness and Efficiency - how to master both in Extreme Design and Builds. Workflow design - tools and workspace for each function. Different methods of build and selecting the best option. Production engineering: design for minimum part count, maximum number of common parts, fixability, robustification, common off-the-shelf parts, part standards. Part degeneracy - collapsing many parts into one. Production rates and ergonomics based on technique used. Welding throughput. 3D printing throughput. Cutting Rate calculations.
  • 1 hr - Open Source Product Development - lessons from standard product development theory. Brook's Law. Case of linux. Modularity.
  • 1 hr - Distributive Enterprise - Gini coefficient for wealth distribution. Kardashev scale. Case scenario of standard development vs open source development vs distributive development.
  • 1 hr - Open Source Transition - size of economic sectors. Open Source Tipping Point. Project vs product: packaging. Potential of the Open Source Everything Store. Existing consumer goods market sizes. Valuation of open source designs.
  • 1 hr - IP and Scarcity - Mechanisms of scarcity in today's economy and how to transcend them. Open source as a development methodology, not business model.
  • 2 hr - Computer System Architecture for scalability and resilience. Layers of abstraction in computers. Internet architecture. Server architectures. Computer networking from USB to switches. Communication protocols. Internet physical architectures: history, cost, and performance. Connecting to a computer backbone. Who owns the internet. This is a basis for understanding the hardware and communications protocols of computers - relevant to any digital age enterprise.

Week 5 - Sep 24-30 - Incentive Challenges

Laser Cutter

  • 1 day - Laser Cutter build - for your Microfactory. Testing and operation.
  • 2 hr - Laser Cutter Toolchain - toolpath software toolchain for Laser Cutter - Inkscape to dxf to gcode for drawing, engraving, and cutting. LaserWeb.
  • 2 hr - Collaborative Rapid Prototyping - full team exercise that includes printing, cutting, circuit milling

Incentive Challenges

  • 3 hr - Designing Incentive Challenges. Why an incentive challenge is a powerful way to go about design - while crowd-funding an incentive reward. How to design a worthwhile and executable project. How to design for open collaboration. Do's and Dont's of a successful project. Organizational effort required to run a challenge. Fundraising via crowdfunding. Designing a challenge for HeroX.
  • 1 hr - Design Jam Preparation - we will discuss how to run a Design Jam - and apply this to the upcoming Jam in Boston.
  • Week 5 workshop - Extreme Manufacturing + Extreme Design Jam in Boston. We will host a Design Jam right after the Open Source Hardware Summit at MIT - and introduce the Open Source Microfactory Challenge to the world. This is a challenge to produce a professional grade cordless drill with interchangeable toolheads - starting from scrap plastic and using a Level 1 Open Source Microfactory. In this workshop, we will offer 3D printer, laser cutter, and circuit mill builds. The session will focus on the design, prototyping, and testing of the cordless drill and additional toolheads.

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