πŸ““ 2026-27 Β· ENGINEERING NOTEBOOK

Engineering Notebook Primer

How to use β€” and how to fill out β€” every section of the VEX_Notebook_Template_2026_27 (v3-12) and the six supplements. New or returning: start at Setup and work down. Each Canvas assignment links to its section here.

βš– RECF EN4: everything here is a thinking aid. Your notebook must be your own writing β€” read the how-to, then fill the slides in your own words with your own data.
Start here

Notebook Setup & Team Identity

πŸ“‘ Slides to fill

  • Cover Page
  • Table of Contents (Part 1 & 2)
  • Team Roster (6-member, two-squad)
  • Qualifier & League Squad Photos
  • Color Key β€” EDP Phase System

✍ How to fill them

  • Open VEX_Notebook_Template_2026_27_v3-12 and File β†’ Make a copy. Rename it 2822<letter> β€” Team Name.
  • Cover: replace [X], team name, coach, school, logo (square RGB PNG) and season start/end dates.
  • Roster: one row per member β€” name, grade, role (Driver/Engineer/Strategist), squad, and the notebook sections they own.
  • Color Key: learn the EDP phase colors β€” every entry gets tagged by phase (Identify β†’ Iteration).
  • Buffer rows (italic, no number) mean 'duplicate this slide as needed' β€” add the slide, then fill in its number.
Identify

Identify β€” Game Analysis

πŸ“‘ Slides to fill

  • Season Goals & Problem Statement
  • Project Management & Timeline
  • Manual Version Tracker
  • Game Overview
  • Game Elements (Cup, Pin, Alliance Goal)
  • Field Elements β€” Technical Drawings
  • Rule Analysis & Team Impact
  • Scoring Analysis
  • Criteria & Constraints

✍ How to fill them

  • Write a one-paragraph problem statement: what does winning Override require?
  • Manual Version Tracker: log every game-manual version (v1.0 β†’ v4.0) and the Q&A rulings that affect you.
  • Game Overview / Elements: sketch or drop technical drawings of the cups, pins, and alliance goal; label dimensions.
  • Scoring Analysis: list every way to score with point values; rank by points-per-second.
  • Criteria & Constraints: turn the scoring into design targets (what the robot MUST do) and limits (size, budget, rules).
Brainstorm

Brainstorm & Research

πŸ“‘ Slides to fill

  • Concept Brainstorm β€” Drivetrain / Intake / Scoring / Defensive
  • Research Notes
  • Subsystem Comparison β€” Drivetrain / Intake / Scoring / Defensive

✍ How to fill them

  • Generate 3+ distinct concepts per subsystem β€” sketches, not sentences. No judging yet.
  • Research Notes: cite what you learned from other teams, videos, and the knowledge base (with links/dates).
  • Subsystem Comparison: put the concepts side by side on the dimensions that matter (speed, reliability, build time, cost).
Select

Select Best Solution β€” Decision Matrices

πŸ“‘ Slides to fill

  • Decision Matrix β€” Drivetrain / Intake / Scoring / Defensive
  • Discarded Ideas & Lessons
  • Preliminary Design Selection (table)
  • Preliminary Design β€” Technical Drawing

✍ How to fill them

  • Build a weighted decision matrix per subsystem: criteria as rows, concepts as columns, weights that sum to 100%.
  • Score each concept, total, and pick the winner β€” the math should justify the choice, not the other way around.
  • Discarded Ideas: record what you rejected and why (judges love this).
  • Lock a preliminary design and add a labeled technical drawing.
Build

Build & Program

πŸ“‘ Slides to fill

  • CAD β€” Drivetrain / Intake / Scoring / Full Robot
  • Build Log β€” Entries 1–4
  • Programming Log
  • Software Architecture & Controller Map
  • Electronics & Wiring
  • Autonomous Strategy [V1]

✍ How to fill them

  • CAD: capture OnShape screenshots per subsystem + the integrated robot; note the named version.
  • Build Log: date-stamped entries β€” what you built, what changed, what broke.
  • Programming Log + Software Architecture: document your code structure and the controller button map.
  • Autonomous Strategy: sketch the V1 auton path and its goal.
Test

Test & Evaluate

πŸ“‘ Slides to fill

  • Test Protocol [Test 1]
  • Auton Consistency Log [v1]

✍ How to fill them

  • Test Protocol: define what you're measuring, the procedure, and the pass/fail bar β€” before you run it.
  • Auton Consistency Log: run the routine 10–20 times; log successes/failures; find the pattern before re-tuning.
Tournament

Tournament Prep

πŸ“‘ Slides to fill

  • Pre-Competition Prep [Event 1]
  • Tournament Reflection [Event 1]
  • Tournament Photo Gallery
  • Skills Run Log

✍ How to fill them

  • Pre-Comp Prep: pack list, robot pre-check, and the inspection checklist done BEFORE event day.
  • Tournament Reflection: after the event β€” what worked, what to change, next iteration.
  • Skills Run Log: record every driver & programming skills attempt and the score.
Iteration

Iteration (V[N] Cycle)

πŸ“‘ Slides to fill

  • V[N] Robot β€” EDP Cycle Divider
  • Duplicate slides 12–54 for each new cycle

✍ How to fill them

  • When you rebuild (V2.0, V2.5…), start a new EDP cycle: add a V[N] divider and duplicate the Identifyβ†’Test slides.
  • Each cycle re-runs the design process for what you changed β€” this is what separates a strong notebook from a diary.
Appendix

Appendix β€” Sources & Budget

πŸ“‘ Slides to fill

  • Sources & Citations
  • Budget & Parts Log + Outreach

✍ How to fill them

  • Sources: cite every external reference you used (videos, forums, guides) with links.
  • Budget & Parts + Outreach: running spend + community/outreach events (also see Supplement 4).
Supplement

Supplement 1 β€” Driver & Match Execution

πŸ“‘ Slides to fill

  • Driver Practice Log
  • Offensive & Defensive Playbook
  • Match Reading & Field Positioning
  • Recovery Driving Checklist
  • Partner-Controller Map
  • Alliance Coordination Sheet
  • Pit Crew Role Cards

✍ How to fill them

  • Duplicate the Driver Practice Log weekly; aim 3–5 sessions/week before events.
  • Playbook: keep to ≀6 named plays with one-word call-signs (drivers can't parse sentences mid-match).
Supplement

Supplement 2 β€” Autonomous & Programming Depth

πŸ“‘ Slides to fill

  • PID Diagnostics Worksheet
  • Autonomous Failure Diagnosis
  • Route Planning Map
  • Odometry Setup Log
  • State Machine Template
  • Data Logging Plan
  • Exit Conditions Tracker

✍ How to fill them

  • Log every PID tuning session (kP/kI/kD + observed behavior) β€” don't tune from memory.
  • Route Planning: draw the path on the tile grid and annotate each sensor event.
Supplement

Supplement 3 β€” CAD & Fabrication

πŸ“‘ Slides to fill

  • Onshape Version Control Log
  • BOM to Notebook Entry
  • CAD-to-Build Handoff
  • Custom Parts & Fabrication Log
  • Mechanism Decision Matrix

✍ How to fill them

  • Log every named OnShape version (vMAJOR.MINOR β€” description) so each build ties to a CAD state.
  • BOM to Notebook: export the subsystem BOM with costs + suppliers and tie it to the winning decision.
Supplement

Supplement 4 β€” Budget & Sponsorship

πŸ“‘ Slides to fill

  • Budget Hub Snapshot
  • Team Budget Worksheet
  • Cost as a Design Constraint
  • Sponsor Outreach Tracker
  • Budget in the Judge Interview

✍ How to fill them

  • Update the Budget Hub monthly; judges ask about it.
  • Cost as a Design Constraint: show one decision where a $ cap eliminated an option β€” cap β†’ option cut β†’ design choice.
Supplement

Supplement 5 β€” Scouting & Strategy

πŸ“‘ Slides to fill

  • Match Scouting Sheet
  • Picklist Builder
  • Alliance Selection Strategy
  • Match Score Predictor & EV
  • Robot Skills Score Tracker

✍ How to fill them

  • Scouting Sheet: one row per opposing robot per match β€” keep fields minimal so scouts keep pace.
  • Picklist + Alliance Selection: pre-decide your top picks and cutoffs before selection day.
Supplement

Supplement 6 β€” Team Ops & Judging

πŸ“‘ Slides to fill

  • Team Structure & Role Cards
  • Kickoff Week & Season Planner
  • Project Management Board
  • Time Management Log
  • Judge Interview Playbook
  • Interview Skills Lab
  • Outreach & Community Impact

✍ How to fill them

  • Review the Project Management Board every meeting; cut stale tasks (>2 weeks).
  • Pair the Judge Interview Playbook + Interview Skills Lab with the Judging & Interview Prep Canvas module.