OSE Immersion Program Curriculum

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

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

Week 1 - OSE Boot Camp

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

• See Open Source Microfactory Boot Camp curriculum
• Week 1 Build - at a University

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

3D Printer

• Day - Week 2 Build - at a public library
• Day - Building a second 3D Printer for your print cluster.
• 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.
• 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.
• 2 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.
• 2 hrs - 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, podcast, and 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: range of motion, cost, weight, center of mass, power, thermal FEA, structural FEA.

• 2D toolpath software toolchain for Laser Cutter - Inkscape to dxf to gcode for drawing, engraving, and cutting. LaserWeb.
• Circuit Design 101 - from KiCAD to milling, populating, and 3D printed enclosures.
• Miling circuits - open source power supply for the 3D printer.
• Collabodative Rapid Prototyping - full team exercise that includes printing, cutting, and
• Cutting time and printing time calculations.
• Grinding waste plastic and producing 3D printing filament
• Designing new Filaments and producing them
• Manufacturing 101. Survey of manufacturing technology. The bearing. Manufacturing, and history of technology. Wood, steel, silicon. 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

• Week 3 Build - at an elementary school
• You 101. Before transforming the world, youust transform yourself. 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. Logic - mental models and general Semantics, information theory, numeracy, logical fallacies. Habits of happiness. Positive psychology - learned optimism. Personal and political ponerology. Health, sleep, food. Human augmentation. Integrated humans. Busyness paradox. Happiness. You 101 - all types of assessments for ability, mindset, capacities, personality, disposition, etc. Saying 'impossible' is nonnegotiable - you can only judge whether something is worth it - and to make that assessment requires more thought than a lazy 'it's impossible'. Gap between thinking and behavior. Esteem. Empathy. 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. Debunking myths in different sectors: see Book chapters on State of the World. Noncontroversial vs controversial.
• Leadership 101 - you can't be an asshole (to others or to yourself), and two, you need a skill set - which is not born but learned. Influence and personal power. Tipping point. Basic rules of communication: As King, and NVC. Personal to political transformation. Institutions of the economy and survey of economic thought. Size of the economy. The open source economy. Accounting, legal, operations, recruiting, marketing. Open ledgers. Open source product development. Vivid Vision. IQ, emotional intelligence, entrepreneurial quotient (EQ]
• The Process Manager Role in open source product development.

Week 4 - Sep 17-22 - Enterprise

• 1 day - Week 4 Workshop - at Acton Academy, a private, or homeschool
• 2 hr - State of the World in 2 Hours - to understand points of reference for OSE. 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 - mastering both in design and build. 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 production. Valuation of open source design (Pearce)
• 1 hr - IP and Scarcity - Mechanisms of scarcity. 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

• Week 5 workshop - Extreme Manufacturing + Extreme Design Jam in Boston

Incentive Challenges

• Refining Technology, Instructionals, Material Checklists, Quality Control Checklist
• Spawning a submission to HeroX for crowd funded crowd development
• Managing the HeroX - special course
• Preparing for a 90 day Development Sprint

Links

• OSE Immersion Program