THE

INDUSTRIAL ENGINEERING
BODY OF KNOWLEDGE
September 2016

Institute of Industrial Engineers

3577 Parkway Lane, Suite 200
Norcross, GA 30092
IEBoK

FOREWORD

The effort to accumulate the Industrial Engineering body of knowledge represents

the work of several volunteers from the Institute of Industrial Engineers, whose
contributions are valued and appreciated:

Johann G. “Hans” Demmel, Ph.D.

Tucson, Arizona
January 2014

Larry Aft, P.E.

Ben Amaba, Ph.D., P.E.
Garry Coleman, Ph.D.
Danny Faucette
Jeff Kimbell
Blake Lewis
Jessica Matson, Ph.D.
Martin Nazareth
Pat Patterson, Ph.D., P.E.
Steven Snelling
Robin Stebbins
Martin Stein, Ph.D.
Noris Torres
Ver-Non Wakefield
Gregory Watson
Joe Wilck, Ph.D.
Russell Wooten
Table of Contents

0 Introduction .............................................................................................................. 1
1 Work Design and Measurement .............................................................................. 3
2 Operations Research and Analysis .......................................................................... 5
3 Engineering Economic Analysis ............................................................................... 9
4 Facilities Engineering and Energy Management .................................................... 12
5 Quality & Reliability Engineering ............................................................................ 14
6 Ergonomics and Human Factors ........................................................................... 17
7 Operations Engineering & Management ................................................................ 20
8 Supply Chain Management .................................................................................... 22
9 Engineering Management ...................................................................................... 24
10 Safety .................................................................................................................... 26
11 Information Engineering ......................................................................................... 28
12 Related Topics ....................................................................................................... 32
12.1 Product Design & Development ...................................................................... 32
12.2 Systems Design & Engineering ....................................................................... 35
IEBoK
0. Introduction

Industrial Engineering is concerned with the design, improvement and installation

of integrated systems of people, materials, information, equipment and energy. It
draws upon specialized knowledge and skill in the mathematical, physical, and social
sciences together with the principles and methods of engineering analysis and design,
to specify, predict, and evaluate the results to be obtained from such systems.

The Body of Knowledge associated with Industrial Engineering is as broad and

varied as the Industrial Engineering profession itself. Industrial Engineering, as any
other Engineering discipline, requires a fundamental knowledge of math and science.
These include Calculus, Statistics, Probability, Chemistry, Physics, and the
Engineering Sciences. It is assumed that anyone wishing to gain a proficiency in
Industrial Engineering already possess a fundamental background in basic math and
science.

This document represents a repository of essential information for Industrial

Engineering (IE), and is made up of knowledge areas representing a taxonomy
of relevant IE concepts. The Industrial Engineering Body of Knowledge (IEBoK) is
comprised of twelve (12) knowledge areas. Each knowledge area is represented by
an outline that defines what needs to be known to achieve a mastery in the field of
IE. A list of references is included in each knowledge area providing the reader with a
resource to the requisite detail necessary to obtain a mastery of the areas provided
in the IEBoK. In addition, a section of Related Topics is provided that includes
closely associated areas with which an IE should be familiar. The knowledge areas
for the IEBoK are:

Work Design & Measurement

Operations Research & Analysis
Engineering Economic Analysis
Facilities Engineering & Energy Management
Quality & Reliability Engineering
Ergonomics and Human Factors
Operations Engineering & Management
Supply Chain Management
Engineering Management
Safety
Information Engineering
Related Topics
Product Design & Development
System Design & Engineering

1
Many of these knowledge areas contain an overlap of content. Every effort has
been made to place content in the knowledge area that best represents the use
of that knowledge. References are made between knowledge areas where overlap
is identified.

The IEBoK is structured around the fundamental knowledge areas within IE.
Applications of the IEBoK are an extension of how the IE knowledge areas are
employed in the design, improvement and installation of integrated systems of
people, materials, information, equipment and energy. As such, specific details to
how the IEBoK is used in health care, banking, electronics manufacturing, or any
other specific industry are not provided. Rather, the IEBoK provides the knowledge
areas necessary for the design, improvement and installation of integrated systems of
people, materials, information, equipment and energy in any industry or service area.

2
1. Work Design and Measurement

Work Design and Measurement covers the tools and techniques used to establish
the time for an average worker to carry out a specified task at a defined level of
performance in a defined work setting. The analysis associated with Work Design
and Measurement focuses to create a standardized work environment that maximizes
worker satisfaction and creates the best possible value for the enterprise and its
customers.

A. Uses of Standards
1. Uses of standards and methods for setting standards
2. The role of standards as management information
3. Use of production studies
4. Reduce product cost using standards

B. Time and Motion Study

1. Number of necessary observations
2. Time study elements
3. Methods
a. Continuous
b. Snapback
4. Performance rating
5. Allowances
6. Standard time
7. Production rates
8. Efficiency and utilization

C. Pre-Determined Time Systems

1. MTM variations
2. MOST
3. Creating standard data

D. Work Sampling
1. Theory of sampling
2. Number of observations and frequency
3. Use of control charts in work sampling

E. Learning Curve

F. Line Balancing

G. Service Applications

H. Use with Labor and Unions

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I. Workstation Design

J. Worker Capacity Analysis

1. Left hand-right hand
2. Multiple activity
3. Work distribution charts

K. Analysis Tools
1. Operations process charts
2. Flow process charts
3. Worker and machine process charts
4. Job standard sheets
5. Labor variance reporting

L. Job Analysis
1. Job descriptions
2. Job evaluation

M. Wage Surveys

REFERENCES:

Work Systems and Methods, Measurement and Management of Work. Groover, Mikell
P. Prentice Hall. 2007.

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2. Operations Research and Analysis

Operations Research and the Management Sciences include a variety of problem-

solving techniques focused toward improved efficiency of systems and support in the
decision-making process. The realm of Operations Research involves the construction
of mathematical models that aim to describe and/or improve real or theoretical systems
and solution methodologies to gain real-time efficiency.

The knowledge area of Operations Research is by its nature mathematical and

computational. A fundamental basis in this knowledge area includes probability,
statistics, calculus, algebra, and computing.

A. Operations Research
1. Modeling approaches
2. Heuristic versus optimization procedures

B. Linear Programming (LP)

1. LP applications
a. Diet problem
b. Work scheduling
c. Capital budgeting
d. Blending problems
2. LP modeling techniques
3. LP assumptions
4. Simplex method
5. Degenerate and unbounded solutions
6. Post-optimality and sensitivity analysis
7. Interior-point approaches
8. Duality theory
9. Revised simplex method
10. Dual simplex method
11. Parametric programming
12. Goal programming

C. Transportation Problem
1. Transportation model and its variants
2. Transportation simplex method
3. Transshipment problems

D. Linear Assignment Problem

1. Assignment model
2. The Hungarian algorithm

E. Network Flows and Optimization

1. Shortest path problem
2. Minimum spanning tree problem
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 3. Maximum flow problem
4. Minimum cost flow problem
5. CPM and PERT problems
6. Network simplex method

F. Deterministic Dynamic Programming

1. Applications
a) Knapsack/fly-away/cargo-loading problems
b) Workforce size problems
c) Equipment replacement problems
d) Investment problems
e) Inventory (see Operations Engineering & Management knowledge area)
2. Forward and backward recursions

G. Integer Programming
1. Applications and Modeling Techniques
a) Capital budgeting
b) Set-covering and set-partitioning problems
c) Fixed-charge problem
d) Either-or and if-then constraints
2. Branch-and-bound algorithm
3. Cutting plane algorithm
4. Traveling salesman problem and solution methods

H. Nonlinear Programming
1. Unconstrained algorithms
a) Direct search method
b) Gradient methods
2. Constrained algorithms
a) Separable programming
b) Quadratic programming
c) Chance-constrained programming
d) Linear combinations method

I. Metaheuristics
1. Steepest Ascent and Descent (Greedy algorithms)
2. Tabu search
3. Simulated annealing
4. Genetic algorithms
5. Ant colony optimization
6. Particle swarm techniques

J. Decision Analysis and Game Theory

1. Multi-criteria decision making
2. Decision making under certainty
a) Analytic Hierarchy Process
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 b) ELECTRE
3. Decision making under risk and uncertainty
a) Decision tree-based expected value criterion
b) Utility theory
4. Two-person zero-sum and constant-sum games
5. Robust Decision Making

K. Modeling under Uncertainty

1. Stochastic processes
2. Markov chains
a. Chapman-Kolmogorov equations
b. States and properties
3. Stochastic programming

L. Queuing Systems
1. Components of a queuing model
2. Relationship between the exponential and Poisson distributions
3. Birth-and-death process-based queuing models
4. Queuing models involving non-exponential distributions
5. Priority-discipline queuing models
6. Queuing networks

M. Simulation
1. Monte Carlo simulation
2. Continuous and discrete time models
3. Simulation methodology
a) Sampling from probability distributions
4. Random number generation

N. Fundamentals of Systems Dynamics

1. Principles of System Dynamics
2. Balancing Loops
3. Feedback Loops

REFERENCES:

Introduction to Operations Research. Hillier, Frederick S. and Lieberman, Gerald J.

McGraw-Hill, 10th Edition. 2015.

Operations Research: An Introduction. Taha, Hamdy A. Prentice Hall, 9th Edition.

2011.

Engineering Decision Making and Risk Management. Herrmann, Jeffrey, W. John

Wiley & Sons, 2015.

Dynamic Programming. Bellman, Richard. Princeton University Press, 2010.

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Markov Decision Processes: Discrete Stochastic Dynamic Programming, Puterman,
Martin L., Wiley Series in Probability and Statistics, 1st Edition, 2005.

Introduction to Probability Models. Ross, Sheldon, M. Academic Press, 11th Edition,

2014.

Fundamentals of Queuing Theory, Gross, D., Shortle, John F., Thompson, James M. and
Harris, Carl M, Wiley-Interscience, 4th Edition, 2008.

Discrete-Event System Simulation. Banks, Jerry, Carson, II, John S. Nelson, Barry L. and
Nicol, David M. Prentice Hall, 5th Edition. 2010.

Multiobjective Analysis with Engineering and Business Applications. Goicoechea,

Ambrose, Hansen, Don R. and Duckstein, Lucien. John Wiley & Sons. 1982.

Principles of Systems. Forrester, Jay W. Wright-Allen Press. 1968.

Introduction to Linear Optimization. Bertsimas, Dimitris and Tsitsiklis, John N. Athena

Scientific. 1997.

Linear Programming and Network Flows, 4th Edition. Bazaraa, Mokhtar S., Jarvis, John J.,
Sherali Hanif D. Wiley. 2009.

Integer and Combinatorial Optimization. Wolsey, Laurence A., and Nemhauser, George L.
Wiley. 1999.

Integer Programming. Conforti, Michele, Cornuejols, Gerard, and Zambelli, Giacomo.

2014.

Nonlinear Programming, 3rd Edition. Bertsekas, Dimitri P. Athena Scientific. 2016.

Linear and Nonlinear Programming, 4th Edition. Luenberger, David G. and Ye, Yinyu.
Springer. 2016.

Network Flows: Theory, Algorithms, and Applications. Ahuja, Ravindra K., Magnanti,
Thomas L., Orlin, James B. Pearson. 1993.

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3. Engineering Economic Analysis

Engineering economics is a specific knowledge area of economics focused on

engineering projects. Industrial Engineers need to understand economic viability of
any potential problem solution.

A. Value and Utility

1. Understand the difference between value and utility in economics
2. Understand relationship between value and utility and its importance
in economics

B. Classification of Cost
1. Understand costs to properly compare engineering alternatives
2. First cost
3. Fixed and variable cost
4. Incremental and marginal cost
5. Sunk cost

C. Interest and Interest Formulas

1. Time value of money
2. Equivalence involving interest

D. Cash Flow Analysis

1. Present worth
2. Annual equivalent
3. Future worth
4. Capitalized worth
5. Benefit-cost ratio
6. Payback periods
a. Payback period
b. Discounted payback period
7. Rate of returns
a. Internal rate of return
b. External rate of return

E. Financial Decision Making Among Alternatives

1. Proposal types
2. Decision criteria for alternatives
3. Decision criteria under limited funds
4. Methods
a. Ranking Methods
i. Present worth
ii. Annual worth
iii. Future worth
iv. Capitalized worth
b. Incremental Method
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 i. Internal Rate of Return (IRR)
ii. External Rate of Return (ERR)
iii. Benefit-Cost Ratio

F. Replacement Analysis
1. Decision criteria for making replacement decisions
2. Determining the economic life of an asset

G. Break-Even and Minimum Cost Analysis

1. Evaluating two alternatives
2. Evaluating multiple alternatives

H. Evaluation of Public Activities

1. General welfare of public interests
2. Financing public activities
3. Benefit-cost analysis
4. Identifying benefits, dis-benefits, and cost

I. Accounting and Cost Accounting

1. General accounting
2. Cost accounting
3. Allocation of overhead

J. Depreciation and Depreciation Accounting

1. Types of depreciation
2. Consuming assets
3. Depreciation methodologies
4. Depletion
5. Capital recovery

K. Income Taxes in Economic Analysis

1. Profit and income taxes
2. Individual income taxes
3. Corporate income taxes
4. Depreciation and income taxes
5. Depletion and income taxes

L. Estimating Economic Elements

1. Cost estimating methods
2. Service life estimation
3. Judgment in estimating

M. Estimates and Decision Making

1. Estimating economic benefits
2. Judgments in estimating

N. Decision making involving risk

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 1. Probabilistic methods related to decision making
2. Decision trees

O. Decision Making Under Uncertainty

1. Methods related to decision making in the absence of meaningful data
2. Payoff matrix
3. Laplace rule
4. Maximin and maximax rules
5. Hurwicz rule
6. Minimax regret rule

P. Analysis of Construction and Production Operations

1. Critical path (see Operations Engineering & Management knowledge area)
2. Geographic location
3. Economic operation of equipment
4. Variable demand

REFERENCES:

Engineering Economy. Sullivan, William G., Wicks, Elin M., and Koelling, C. Patrick.
Prentice-Hall, 16th Edition. 2014.

Engineering Economic Analysis. Newnan, Donald G., Lavelle, Jerome P., and
Eschenbach, Ted G. Oxford University Press, 12th Edition. 2013.

Fundamentals of Engineering Economic Analysis. White, John A., Grasman, Kellie S.,
Case, Kenneth E., Needy, Kim L., and Pratt, David B. Wiley, 1st Edition. 2013.

Contemporary Engineering Economics. Park, Chan S. Pearson, 6th Edition. 2015.

Engineering Economy. Blank, Leland and Tarquin, Anthony. McGraw-Hill, 7th Edition.
2011.

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4. Facilities Engineering and Energy Management

Facilities Engineering is concerned with the arrangement of physical resources to

support the optimal production a n d d i s t r i b u t i o n of goods and services. Energy
Management includes the planning and operation of energy required in facilities to
support the production a n d d i s t r i b u t io n of goods and services. Their close
interrelationship accounts for their knowledge topic described in a common section.

A. Facilities Location
1. Single-facility placement
2. Multiple-facility placement and tradeoffs with a single facility
3. Location-allocation problems
4. Global facilities

B. Facilities Sizing
1. Customer demand / market analysis / inventory implications
2. Product, process, and schedule analysis
3. Equipment selection and requirements analysis
4. Personnel requirements analysis
5. Space requirements analysis
a. Workstations
b. Storage
c. Departments
d. Aisles
e. Offices

C. Facilities Layout
1. Basic layout types
a. Applications
b. Advantages
c. Disadvantages
2. Data requirements
3. Traditional approaches
a. Systematic layout planning
b. Flow process chart
c. Activity relationship chart
d. From-to chart
e. Distance measures
4. Basic algorithms
a. Construction
b. Improvement
c. Hybrid
5. Americans with Disabilities Act
6. Evaluation of Alternative Layouts

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D. Material Handling
1. Material handling principles
2. Unit of measure
3. Equipment types and selection
4. Models for material handling system design

E. Storage, Warehousing, and Distribution

1. Storage/warehouse/distribution functions
2. Storage policies
3. Order picking methods and design principles
4. Analytical models of order picking functions
5. Storage/retrieval equipment and systems
6. Location and layout of docks
7. Design for racks and block stacking
8. Warehouse layout models

F. Plant and Facilities Engineering

1. Building codes compliance and use of standards
2. Structural systems
3. Atmospheric systems
4. Enclosure systems
5. Lighting and electrical systems
6. Life safety systems
7. Security and loss control systems
8. Sanitation systems
9. Building automation systems
10. Facilities maintenance management systems

REFERENCES:

Facilities Planning. Tompkins, James A., White, John A., Bozer, Yavuz A. and
Tanchoco, J. M. A. Wiley, 4th Edition. 2010.

Facilities Design, Heragu,Sunderesh S. CRC Press, 4th Edition. 2016.

Energy Management Handbook. Doty, Steve and Turner, Wayne C. CRC Press, 5th
Edition. 2004.

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5. Quality & Reliability Engineering

Quality Engineering covers the tools and techniques employed that help to prevent
mistakes or defects in manufactured products or service processes that avoids
problems when delivering solutions or services to customers. A closely related
knowledge area is Reliability Engineering. These concepts are used to determine the
ability of a system or component to function under stated conditions for a specified
period of time.

Part I: Quality Definition and Fundamentals

A. Quality Concepts
1. Design for quality
2. Manufacturing quality
3. Marketing / service quality

B. Fundamentals
1. Probability
2. Sample data
3. Distributions
4. Basic statistics
5. Hypothesis testing
6. Analysis of variance
7. Regression analysis
8. Histogram, box plot and probability plot

Part II: On-line Quality Engineering Methods

C. Control Charts and Process Capability
1. Variable control charts
a. X -chart
b. R-chart
c. S-chart
d. S2-chart
e. Exponentially Weighted Moving Average (EWMA) chart
f. Cumulative Sum Control (CUSUM) chart
g. Moving range (MR) chart
h. Multivariate control chart
i. Single stage production processes
j. Multi-stage production processes
2. Attribute control charts
a. Fraction defective (p-chart, np-chart)
b. Number of defect per unit (c-chart, u-chart)
c. CUSUM chart
d. EWMA chart
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D. Lot acceptance sampling
1. Attributes
a. Single-sample plans
b. Double and sequential fraction-defective sampling
c. Multiple fraction-defective
d. DoD sampling plans
2. Variables
a. Fraction defective
i. Standard deviation known
ii. Standard deviation unknown
iii. DoD plans
3. Process / lot fraction defective
4. Mean or standard deviation of a process / Lot
E. Rectifying inspection / auditing
1. Lot-by-lot sampling
2. Continuous production
3. Toward eliminating inspection
4. Mistake proofing
5. Gauge Repeatability and Reproducibility (R&R)

Part III: Off-line Quality Engineering Methods

F. Design of Experiments
1. Strategy of experimentation
2. Basic analysis techniques, Analysis of Variance (ANOVA)
3. Experimental principles: replication, randomization and blocking
4. Factorial designs
5. Two-level factorial designs, blocking and confounding
6. Fractional factorial designs
7. Random factors in experiments
8. Nested and split-plot designs

G. Regression
1. Simple linear regression models
2. Inference in simple linear regression
3. Residual analysis and model adequacy checking
4. Multiple linear regression model fitting
5. Inference in multiple regression
6. Model adequacy checking
7. Variable selection techniques, stepwise regression and related methods

H. Response Surface Methodology

1. One factor at a time
2. Central composite design
3. Robust design
4. Control factor and noise factor
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 5. Cross array design
6. Taguchi method

Part IV: Quality Management and Training

I. Lean Six Sigma
1. Customer focused quality
2. Defects per million opportunities (DPMO)
3. Process capability
4. Value stream mapping
5. Types of wastes
6. Business diagnostic
7. Decision making based on data
8. DMAIC
a. Define
b. Measure
c. Analyze
d. Improve
e. Control

9. DMADV
a. Define
b. Measure
c. Analyze
d. Design
e. Verify

J. Change Management
1. Building support

Part V: Reliability Engineering

K. Fundamentals
1. Definition: reliability, availability, maintainability
2. Failure time distributions
3. Basic system configurations:
a. Series systems
b. Parallel systems
c. k-out-of-n systems
d. Network systems

L. Reliability Testing
1. Burn-in testing
2. Demonstration testing
3. Acceptance testing
4. Accelerated testing
5. Degradation testing
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M. Failure Analysis
1. Failure modes
2. Failure mechanisms
3. Fault tree analysis
4. Failure modes and effects analysis (FMEA)
N. Maintenance
1. Sensors and applications in maintenance
2. Preventive maintenance
3. Failure replacement
4. Condition-based maintenance
5. Group replacement
6. Maintenance and warranty

REFERENCES:

Introduction to Statistical Quality Control. Montgomery, D. C. Wiley, 7th edition. 2013.

Introduction to Linear Regression Analysis. Montgomery, D. C., Peck, E. A., and

Vining, G. G. John Wiley & Sons, 5th edition. 2012.

Reliability in Engineering Design. Kapur, Kailash C. and Lamberson, Leonard R. John

Wiley & Sons. 1977.

Design and Analysis of Experiments. Montgomery, D. C. Wiley, 8th edition. 2012.

Applied Statistics and Probability for Engineers. Montgomery, D. C. and Runger, G.C.
John Wiley & Sons, 6th edition. 2014.

NIST: http://www.itl.nist.gov/div898/handbook/

Implementing Six Sigma: Smarter Solutions Using Statistical Methods. Breyfogle III,
Forrest W. Wiley. 2003.

Juran’s Quality Handbook. Juran, J. M. and De Feo, Joseph A. McGraw Hill, 6th
Edition. 2010.

Experiments: Planning, Analysis, and Parameter Design Optimization, Wu, C. F. J. and

Hamada, M., 2nd edition, John Wiley and Sons, 2009.

Reliability Engineering, Elsayed, E. A. 2nd Edition, John Wiley and Sons, 2012.

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6. Ergonomics and Human Factors

Ergonomics and Human Factors as a field of research and practice is concerned with the
design and analysis of equipment and devices that fit the human body and its cognitive
abilities. The knowledge area includes contributions from anthropometry, statistics,
psychology, physiology, biomechanics, industrial design, graphic design, operations
research, and other disciplines.

It is the study of designing equipment and devices that fit the human body and its cognitive
abilities. The areas of emphasis are: Physical Ergonomics, Cognitive Ergonomics, and
Organizational Ergonomics.

A. Ergonomic Basics
1. Focuses of ergonomics
2. Ergonomics and its areas of application in a work system
3. Ergonomic interventions
4. Effectiveness and cost effectiveness of ergonomics

B. Organizational and Social Aspects of System Design

1. Systems design methods for ergonomics (see Systems Design and Engineering
knowledge area)
2. Organizational aspects
3. Psychosocial factors
4. Litigation
5. Cross-cultural considerations

C. Anthropometric Principles in Workspace and Equipment Design

1. Basic body mechanics
2. Risk factors for musculoskeletal disorders
3. Designing for a population of users
4. Sources of human variability
5. Anthropometry and its uses in ergonomics
6. Principles of applied anthropometry in ergonomics
7. Application of anthropometry in design
8. Designing for everyone

D. Work Capacity and Fatigue

1. Muscles, structure, function and capacity
2. Occupational biomechanics
3. Cardiovascular system
4. Respiratory system
5. Physical work capacity
6. Applied physiology in designing the workplace
7. Fitness for work

E. Design of the Thermal Environment

1. Fundamentals of human thermoregulation
2. Thermoregulatory mechanisms
3. Measuring the thermal environment
4. Work in hot climates
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 5. Work in cold climates

E. Design of Repetitive Tasks

1. Introduction to work-related musculoskeletal disorders
2. Injuries to the upper body at work
3. Tissue pathomechanics
4. Carpal tunnel syndrome
5. Lower and upper limbs

F. Design of Manual Handling Tasks

1. Anatomy and biomechanics of manual handling
2. Prevention of manual handling injuries in the workplace
3. Design of manual handling tasks
4. Lifting, carrying, and pushing
5. NIOSH Lifting Equation

G. Design for Standing and Sitting

1. Ergonomic approach to workstation design
2. Design for standing workers
3. Design for seated workers
4. Work surface design
5. Visual displays
6. Guidelines for the design of static work
7. Computer workstation design

H. Vision, Light and Lighting

1. Vision and the eye
2. Measurement of light
3. Lighting design considerations
4. Visual fatigue, eyestrain and near work
5. Psychological aspects of indoor lighting

I. Hearing, Sound, Noise and Vibration

1. Sound and the ear
2. Measurement of sound
3. Hearing protection
4. Design of the acoustic environment
5. Noise control
6. Effects of noise on task performance
7. Non-auditory effects of noise on health
8. Vibration

J. Human Information Processing, Skill and Performance

1. Information processing models
2. Cognitive systems
3. Problem solving

K. Displays and Controls

1. Human-centered design processes for interactive systems
2. Principles for the design of visual displays
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 3. Auditory displays
4. Design of controls
5. Combining displays and controls

L. Human-machine interaction, human error and safety

1. Human error and equipment design
2. Mental workload in human machine interaction
3. Psychological aspects of human error
4. Characterizing human-machine interaction
5. Prevention of error in human-machine interaction
6. Accidents and safety

REFERENCES:

Introduction to Human Factors and Ergonomics for Engineers. Lehto, Mark R. and Landry,
Steven J. CRC Press, 2nd Edition. 2013.
Fundamentals of Industrial Ergonomics. Pulat, Babur M. Waveland Press. 2nd Edition. 1997.
Engineering Psychology and Human Performance. Wickens, Christopher D., Hollands, Justin G.,
Banbury, S. and Parasuraman, R. Routledge, 4th Edition. 2016.
Introduction to Ergonomics. Bridger, R. CRC Press, 3rd Edition. 2008.
Kodak's Ergonomic Design for People at Work. Eastman Kodak Company. Wiley, 2nd Edition.
2004.
Occupational Biomechanics. Chaffin, Don B., Andersson, Gunnar B.J. and Martin, Bernard J.
Wiley, 4th Edition. 2006.
An Introduction to Human Factors Engineering. Wickens, Christopher D., Lee, J., Gordon-
Becker, S. and Liu, Y. Pearson, 2nd Edition. 2014.

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7. Operations Engineering & Management

Operations Engineering and Management is an area of technical management

dealing with the design and analysis of production and service processes. From an
Industrial Engineering viewpoint this knowledge area employs tools and techniques
to ensure business operations function efficiently, using as few resources as
needed, and effectively in meeting customer requirements.

A. Operations Planning
1. Life cycles
a. Product
b. Service
c. Process
2. Forecasting
a. Methods / Models
b. Trend based
c. Seasonal series
3. Aggregate planning
4. Market analysis

B. Project Management
1. Project as a network
2. Critical path analysis
3. PERT
4. Managing multiple projects
a. Constrained resources

C. Planning and Control for Manufacturing Systems / Projects

1. Scheduling
a. Master scheduling
b. Capacity
c. Leveling load demand
2. Sequencing

D. Production Scheduling
1. Job shops
2. Continuous flow
3. Just-in-Time / Kanban
4. Level loading
5. Work Schedules / Personnel Scheduling

E. Inventory Management & Control

1. Known demand
2. Uncertain demand
3. Make to order
4. Make to assembly
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 5. Make to stock

F. Capacity Management
1. Labor
2. Equipment
3. Materials
4. Demand management (Voice of Customer)
5. Throughput

G. Materials Requirements Planning

1. Master production schedule
2. Explosion calculus
3. Lot synergy
4. Multiline optimization
5. Enterprise resource planning

H. Purchasing / Supply Chain

(see Supply Chain Management knowledge area)

I. Maintenance Management & Control

1. Maintenance models
2. Total productive maintenance

J. Organizational Issues
(see Engineering Management knowledge area)

K. Product Lifecycle Management

1. Aftermarket
2. Spares
3. Repairs
4. Warranty / Non-Warranty / Good-Will

L. Operational Metrics
1. Cost
2. Quality
3. Service level
4. Delivery
5. Productivity
6. Throughput
7. Plan effectiveness

REFERENCES:

Service Operations Management: Improving Service Delivery (4th Edition). Johnston,

R., Clark, C. and Shulver, M. Pearson. 2012.

Institute of Industrial and Systems Engineers • www.iise.org

Production and Operations Analysis, 7th Edition. Nahmias, S. and T. Lennon Olsen.
Waveland Press, Inc. 2015.
Operations Management: Creating Value along the Supply Chain. Russell, Roberta S.
and Taylor, Bernard W. John Wiley & Sons, 7th Edition. 2011.

Institute of Industrial and Systems Engineers • www.iise.org

8. Supply Chain Management

Supply Chain Management (SCM) covers the movement, production, and storage of
raw materials, work-in-process inventory, finished goods, and services from point of
origin to point of consumption or use. Suppliers, manufacturers, intermediaries, stores,
and service enterprises are involved in delivery of products and services to end
customers in a supply chain.

A. Supply Chain Management Fundamentals

1. Supply chain management processes
2. Make / buy analysis
3. Adding value to organizations
4. Importance of aligning supply chain strategy with corporate strategy
5. Supply chain risk management strategies
6. Assessment and measurement of effectiveness of supply chains
7. Fundamentals of green supply chain initiatives

B. Building Competitive Operations, Planning, and Logistics

1. Dynamics within the supply chain to optimize performance and increase
profitability
2. Designing agility into a supply chain
3. Lean principles in a supply chain
4. Assessing the value of demand
5. Reducing complexity in demand planning
6. Establishing collaborations to replace or improve demand estimates
7. Including supply chain factors in product design
a. Cost
b. Packaging
8. Aligning distribution and transportation options with supply chain strategy
9. 3PL and 4PL service providers
10. Supply chain network design
a. Tiers
b. Number, size, and location of facilities

C. Reverse logistics
1. Shared-resource, closed-loop systems
2. Capacity utilization from multi-directional product flow

D. Managing Product Flow

1. Inventory control methodologies (see Operations Engineering & Management
knowledge area)
2. Material handling systems
3. Work sourcing management
4. Transportation management
a. Mode/Carrier selection
b. Consolidation
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 c. Vehicle routing

E. Managing Customer Relationships

1. Customer Stratification based on their profiles and needs
2. Understanding customer loyalty and lifetime value of a customer
3. Establishing measures of customer satisfaction
4. Supplier support and oversight

F. Managing Supplier Relationships

1. Insourcing vs. outsourcing decisions
a. On-shore
b. Off-shore
2. Strategic importance of purchasing and supplier relationships
3. Supplier scorecard systems
4. Managing the supplier lifecycle
a. Supplier selection
b. Contracting
c. Onboarding
d. Order-to-cash
e. Decommissioning a supplier
5. Customer data
a. Service performance
b. Increasing value to suppliers and customers
6. Selection of and understanding Tier 2, 3, etc. suppliers
7. Supplier risk management

REFERENCES:

Supply Chain Management Best Practices. Blanchard, David. John Wiley & Sons, 2nd
Edition. 2010.

Supply Chain Management: Processes, Partnerships, Performance. Lambert, Douglas

M. Supply Chain Management Institute, 3rd Edition. 2008.

Supply Chain Management for Engineers. Huang, Samuel H. CRC Press. 2013.

Designing and Managing the Supply Chain. Simchi-Levi, David, Kaminsky, Philip., and
Simchi-Levi, Edith. McGraw Hill, 3rd Edition. 2008.

Supply Chain Management: Strategy, Planning, and Operations. Chopra, Sunil, and
Meindl, Peter. Pearson, 6th Edition, 2015.

Supply Chain Engineering: Models and Applications. Ravindran, A. Ravi, and Warsing,
Donald. CRC Press, 2012.

Institute of Industrial and Systems Engineers • www.iise.org

Supply Chain Science. Hopp, Wallace. Waveland Press, 2011.

Supply Chain Logistics Management. Bowersox, Donald, Closs, Donald., and Cooper,
Bixby.McGraw Hill, 4th Edition. 2012.

Managing Closed-Loop Supply Chains. Flapper, Simme Douwe., van Nunen, Jo, van
Wassenhove, Luk N (Editors). Springer, 2005.

Introduction to Logistics Systems Management. Ghiani, Gianpaolo, Laporte, Gilbert.,

Musmanno, Roberto. John Whiley & Sons, 2nd Edition, 2013.

A taxonomy for Supply Chain Management Literature, Capar, Ismail, Ulengin,

Fusun., Reisman, Arnold, (April 6, 2004). Available at SSRN:
http://ssrn.com/abstract=531902 or http://dx.doi.org/10.2139/ssrn.531902

Institute of Industrial and Systems Engineers • www.iise.org

9. Engineering Management

Engineering Management is a focused area of management dealing with the application of

engineering principles to business practice. Whereas Operations Engineering and Management
focuses on the design and analysis of production and service processes, Engineering
Management deals with the technical business side of the organization.

A. Customer Focus
1. Needs identification and anticipation
2. Market product strategy
3. Fundamentals of customer relationship management
4. Quality function deployment

B. Leadership, Teamwork, and Organization

1. Leadership
2. Organizational structure, and development
3. Teamwork
4. Communication
5. Internal corporate culture and external global culture
6. Management

C. Shared Knowledge Systems

1. Systems planning, design, and justification
2. Systems development
3. Infrastructure of a shared knowledge system

D. Business Processes
1. Product/Process development
2. Process management and improvement (see Quality & Reliability knowledge area)
3. Research and Development
a. Technology management
4. Manufacturing
5. Transactional business processes
6. Customer Support

E. Resource and Responsibility

1. Resources
2. Organizational responsibilities
3. Ethics in the practice of engineering management

F. Strategic Management
1. Vision and mission
2. Environmental scanning
3. Organizational assessment
4. The planning process
5. Goals, objectives, targets, and measures
6. Strategic planning
7. Plan implementation
8. Monitoring and evaluating progress

Institute of Industrial and Systems Engineers • www.iise.org

 G. Human Resource Management
1. Human capital and technical competency management
2. Motivation theory and practice
3. Learning, education, training, and development
4. Performance management
5. Compensation Management
a. Elements of compensation
b. Job analysis
c. Job evaluation
d. Incentive systems
e. Labor contracts

H. Project Management
1. Work breakdown structure of complex activities and form into an integrated plan
2. Project schedules / resource allocation
3. Cost estimating (see Engineering Economic Analysis knowledge area)
4. Risk analysis of project plans and outcomes

I. Organizational Level Performance Measurement

1. Balanced scorecard
2. Productivity
3. Quality
4. Efficiency
5. Effectiveness
6. Safety
7. Customer satisfaction
8. Financial

REFERENCES:

Managing Engineering and Technology. Morse, Lucy C. and Babcock, Daniel L. Prentice Hall,
6th Edition. 2013.

Institute of Industrial and Systems Engineers • www.iise.org

10. Safety

Occupational Safety Engineering addresses the origins or workplace accidents, regulations and
management practices towards mitigating hazard exposures, preventing harm and reducing
liability. Safety engineering also addresses methods and measures for recognizing and
controlling workplace physical hazards, as well as approaches for dealing with accidents and
facilitating recovery.

A. Perspective and Overview

1. History of safety and health movement
2. Definition of hazards and accident statistics
3. Theories of accident causation
4. Effects on global competition on safety and health practice and regulations

B. USA Laws and Regulations

1. Product safety and liability (safety in the courtroom)
2. Consumer product safety commission
3. Workers’ compensation
4. The OSHA Act, standards, and liability
5. OSHA record keeping system
6. Hazard communication standard (DOT regulations)

C. Hazard Recognition, Evaluation and Control

1. Mechanical hazards and machine safeguarding
2. Fall hazards, acceleration and impacts
3. Thermal stress
4. Noise and vibration hazards
5. Electrical hazards
6. Fire hazards and protection
7. Industrial hygiene and confined spaces
8. Radiation hazards, blood-borne pathogens and bacterial hazards
9. Nanotechnology

D. Safety and Health Management

1. Ethics and safety
2. Emergency planning
3. Accident investigation and reporting
4. Corporate safety culture and behavior-based safety programs
5. Risk assessment/hazard analysis
a. Preliminary hazard analysis

REFERENCES:

Brauer, R. L. (1990). Safety and Health for Engineers. New York, NY: Van Nostrand Reinhold.

Goetsch, D. (2015). Occupational Safety and Health for Technologists, Engineers, and
Managers (8th edn.). Englewood Cliffs, NJ: Prentice-Hall.

System Safety Engineering and Risk Assessment. Bahr, Nicholas J. Taylor and Francis. 1997.

Institute of Industrial and Systems Engineers • www.iise.org

Engineering a Safer World - Systems Thinking Applied To Safety. Leveson, Nancy. The
MIT Press. 2011.

Standard Practice for System Safety (MIL-STD-882D). US DOD 10 February 2000.

Institute of Industrial and Systems Engineers • www.iise.org

11. Information Engineering

Information Engineering is an approach to planning, generating, distributing, analyzing

and using collection of data in systems to facilitate decision making and business
communication.

A. Differentiating Data and Information

B. Systems Concepts
1. Number systems/codes
2. Computer organization

C. Information Requirements for Organizations

1. Classification of information
2. Management requirements
3. Decision making requirements
4. Operations requirements

D. Designing Information Outputs

1. Filtering
2. Key variable reporting
3. Monitoring
4. Modeling
5. Interrogative
6. Strategic decision center

E. Data Processing Overview

1. Data processing resources used in information systems
2. Organizing data processing resources

F. Data Base Concepts

1. Application vs. data base processing
2. Data base management systems

G. Coding, Sorting, Searching Data

1. Code structures
2. Sorting data
3. Searching techniques

H. Logical Data Organization

1. Rules for logical data organization
2. Trees
3. Networks
4. Relational

I. Physical Data Organization

1. Computer storage media
Institute of Industrial and Systems Engineers • www.iise.org
 2. Addressing methods
3. Pointers, chains, rings

J. Storage and Processing

1. Sequential data organization
2. Direct data organization
3. Data file classification
4. File media and file organization
5. File design

K. System Analysis
1. Systems development methodology toward information systems
2. Determining the information system demand

L. System Design
1. Development of specifications to meet demand
2. Design process

M. System Evaluation & Justification

1. Determining the final system design
2. Obtaining equipment proposals
3. Evaluation of proposals
4. Acquisition considerations

N. Controls
1. Control points for reliable data processing
2. Security controls
3. Encryption

O. Forms, Programs, and Procedures

1. Forms/reports design
2. Human procedures
3. Program specifications
4. Programming techniques

P. System Implementation
1. Training and education
2. System testing
3. System conversion
4. Implementation follow-up

Q. Management Considerations for the Information System

1. Maintenance
2. Auditing
3. Project management
4. Managing change

Institute of Industrial and Systems Engineers • www.iise.org

REFERENCES:

Software Engineering. Sommerville, I. Pearson Education, Inc., 10th Edition. 2016.

Requirements Engineering and Management for Software Development Projects.

Chemuturi, Murali. Springer. 2013.

The Unified Modeling Language User Guide. Booch, G., Rumbaugh, J., and Jacobson,
I. Pearson, 2nd Edition. 2005.

Design of Industrial Information Systems, Boucher, Thomas O. and Yalcin, Ali, Elsevier,
2006.

Fundamentals of Database Systems 7th Edition. Elmasri, R., Navathe, S.B. Addison-
Wesley Longman, Inc. 2016.

Management Information Systems: Managing the Digital Firm 14th Edition. Laudon,
K.C., & Laudon, J.P. Pearson Education, Inc. 2016).

Institute of Industrial and Systems Engineers • www.iise.org

12. Related Topics

The following section includes related topics to the IEBoK. These areas are of interest
to the Industrial Engineer and their bodies of knowledge are contained in other
resources.

12.1 Product Design & Development

Product Design and Development is the efficient and effective generation and
development of ideas through a process that leads to new products. From an Industrial
Engineering knowledge view, it is the processes and analysis employed supporting
efficient decision making during Product Design and Development.

A. Design Process
1. State of the art
2. Identify need
3. Conceptualization
4. Feasibility analysis
5. Production
6. Product life cycle

B. Design Process Steps

1. Business strategy
2. Identification of need
a. Technology development
b. Proposal
c. Capture
3. Definition of a problem
a. Statement of requirements
4. Gathering of information & data
5. Benchmarking
a. Competitive Intelligence
b. Intellectual property
6. Conceptualization
7. Evaluation
a. Analysis of design
b. Decision making
c. Trade studies
i) Weighing and judging
ii) Quality Function Deployment (QFD)
8. Communication of the design

C. Design Project
1. Gating process
2. Feasibility study
3. Preliminary design
a. Internal interfaces
Institute of Industrial and Systems Engineers • www.iise.org
 b. External interfaces
4. Detailed design
5. Verification & Test
a. Demonstration builds
b. Systems test
c. Operational test
d. Audits
6. Planning for Manufacture / Production
a. Factory planning
b. Supply chain
7. Planning for distribution
8. Planning for use
9. Operations & Support
10. Planning for retirement

D. Economic Decision Making / Cost Evaluation

1. Life cycle analysis

E. Planning & Scheduling

1. Planning for manufacturing
2. Project planning

F. Risk and Opportunity Management

G. Metrics for Design & Development

H. Program Leadership, Management & Control

1. Project start up
2. Plans / Schedules

I. Design for Manufacturability

1. How manufacturability can influence design
2. Methods and procedures for production activity
3. Work instruction / documentation for production
4. Manufacturing process optimization

J. Design for Cost

K. Design for Six Sigma

1. I2DOV Process
a. Invent
b. Innovate
c. Develop
d. Optimize
e. Verify
2. CDOV Process
a. Concept Design
b. Design Development
Institute of Industrial and Systems Engineers • www.iise.org
 c. Optimize
d. Verify

REFERENCES:

Product Design and Development. Ulrich, Karl T. and Eppinger, Steven D. McGraw-
Hill/Irwin, 5th Edition. 2011.

Production and Operations Analysis with Student CD. Nahmias, Steven. McGraw-
Hill/Irwin; 5th Edition. 2004.

Design Structure Matrix Methods and Applications (Engineering Systems). Eppinger,

Steven D., Browning, Tyson R. The MIT Press. 2012.

Institute of Industrial and Systems Engineers • www.iise.org

12. Related Topics

The following section includes related topics to the IEBoK. These areas are of
interest to the Industrial Engineer and their bodies of knowledge are contained in
other resources.

12.2 Systems Design & Engineering

Systems Design and Engineering deals with integrating aspects of other

engineering disciplines, ensuring that all likely aspects of a project or system are
considered and efficiently integrated together. This area contains a strong cross
coupling to Industrial Engineering. Refer to the Systems Engineering Body of
Knowledge (SEBoK) for additional details.

A. Mission Engineering
1. Articulation and analysis of purpose for the system

B. Requirements Analysis and Allocation

1. Requirements statements
2. Obtaining requirements
3. Derived & allocated requirements
4. Requirements analysis
5. System specification
6. Interfaces
a. Internal
b. External
7. Value engineering
8. Sensitivity analysis
9. Trade studies

C. System Architecting
1. Architecture descriptions
2. Steps in system architecting
3. Fundamental design choices in constructing a system
4. 80 - 20 rule

D. Subsystem Design
1. Detailed design of elements
2. Interface control

E. System Construction
1. Hardware, software, human components
2. Integration

F. Verifying and Validating Requirements

1. Verification program components
Institute of Industrial and Systems Engineers • www.iise.org
 a. Requirements
b. Planning
c. Success criteria
d. Reports
e. Compliance
2. Test and evaluation
3. Design of Experiments (DOE)
4. Satisfaction of all user and customer requirements

G. Design Iteration
1. Refinement
2. Convergence
3. Robust systems
H. Product & Services Design

I. Role of Models in Systems Design Process

1. Model vs sctual system
2. System objectives / User input
3. Analyzing model output for system design decisions

J. Completing the Systems Engineering Process

1. Establishing a systematic & repeatable process
a. Technical performance measures
b. Technical data management
c. Configuration management
2. Life cycle costing
a. Cost estimation models and techniques
i) Design, development, manufacturing, operations, and supportability
b. Cost effective trade-offs to customer problems (see Engineering Economic
Analysis knowledge area)
3. Limitation of humans in systems
4. Risk analysis
a. Cost, schedule, and performance risk
5. Concurrent engineering
6. Integrated logistics support
a. Interoperability and harmonious system operation
7. Reliability, maintainability, availability (see Quality & Reliability Engineering
knowledge area)
8. Quality assurance and management (see Quality & Reliability Engineering
knowledge area)
9. Specialty engineering
10. Preplanned product improvement
11. Training
12. Documentation
13. Production
14. Installation
Institute of Industrial and Systems Engineers • www.iise.org
 15. Operations and maintenance
16. Operations evaluation / Reengineering
17. Systems engineering management
a. Planning
b. Organizing
c. Directing
d. Monitoring

REFERENCES:

Guide to the Systems Engineering Body of Knowledge (SEBoK). Pyster, Art (ed) and
Olwell, David (ed). The Trustees of the Stevens Institute of Technology. 2013.

Systems Engineering and Analysis. Blanchard, Benjamin S. and Fabrycky, Wolter J.

Pearson, 5th Edition. 2011
Systems Engineering: Principles and Practice. Kossiakoff, Alexander, Sweet, William.,
Seymour, Sam., and Biemer, Steven M. John Wiley & Sons, 2nd Edition. 2011.

Essentials of Project and Systems Engineering Management. Eisner, Howard. John

Wiley & Sons, 3rd Edition. 2008.

Requirements Engineering. Hull, M. Elizabeth C., Jackson, Kenneth, and Dick,

Jeremy. Springer; 2nd edition. 2004.

The Engineering Design of Systems: Models and Methods, Wiley Series in

Systems Engineering. Buede, Dennis M., and Miller, W., Wiley-Interscience,
Hoboken, New Jersey, 3rd Edition. 2016.

INCOSE Systems Engineering Handbook: A Guide for System Life Cycle

Processes and Activities, Walden, D. and Roedler, G., Editors, John Wiley 4th
Edition, 2015,

Institute of Industrial and Systems Engineers • www.iise.org